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DIGITAL INVESTOR & ADVISOR PORTAL

Create the Experience your Customers Expect

Conectus is the omnichannel, omni-device user experience platform supporting digital engagement and collaboration between client and advisor. Designed specifically for the wealth and investment services segment it focuses on front-end and user interaction to give advisors and clients a complete digital customer experience.

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DIGITAL INVESTOR & ADVISOR PORTAL

  • CLIENT ONBOARDING & ENGAGEMENT

    Seamless, integrated, digital self-directed & advisor-driven end-to-end onboarding process

  • DIGITAL ADVISORY

    Human governance blended with robo capabilities to mass-customize investment advice

  • DIGITAL COLLABORATION

    Real-time remote collaboration across all channels and devices through video-chat,
    co-browsing, instant messaging

  • SELF-DIRECTED INVESTMENT

    Online self-service transaction functionality matching the best e-commerce customer experience

  • REPORTING & COMMUNICATION

    Overview of clients’ portfolios, reporting and interaction between clients and firm

KEY BENEFITS

  • Enable high-speed interaction between client and firm across all channels and devices
  • Empower clients to take the active role they expect in the investment process
  • Access to real-time communication, documents and information from any location
  • Deliver game-changing capabilities to investment firms and their clients
  • Connects to customers and their digital lifestyle

FEATURES

  • Omnichannel, omni-device user experience platform
  • Client reporting and investment communications
  • Interaction between client and firm across all channels and devices via video-chat and screen sharing
  • Self-directed investment toolset matching the best customer experience
  • Smart technology to plan your retirement
  • Online prospect engagement & onboarding
  • Investment in goals and periodical re-alignment of investment strategy
  • Continuous user experience, available on any mobile device and format
  • Guaranteed integration to Objectway products and third party applications

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