Advisor and Investor Portal

Advisor and Investor portal

Thanks to the Advisor and Investor portal you can improve advisor productivity with a 360 ° client view, creating an optimised digital investment experience for your customers, enabling advisor-client digital collaboration

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

Capabilities
Mobile Apps
Client & portfolio view avalaible on the go along with secure messages

Capabilities
Communication & Reporting
Overview of clients’ portfolios, reporting and interaction between clients and firm

Capabilities
Client & Portfolio View
360° client view, portfolio status at a glance, last transactions, goals summary, next best actions

Capabilities
Self-Directed Investment
Online self-service transaction functionality matching the best e-commerce customer experience

Capabilities
Advisor Analytics
Portfolio asset allocation, list of investment proposals with status, alerts dashboard, agenda

Capabilities

Key Benefits

Acquire next gen investors and digital savvy clients

Improve productivity, reducing manual activities and waiting times

Support decisions with appropriate personalised financial information

Reduce complexity and speed up information delivery

Focus on development opportunities and customer relationship management

Give your client the active role they expect

advisor & Investor portal

Improve advisor productivity with a 360 ° client view, creating an optimised digital investment experience for your customers, enabling advisor-client digital collaboration

Capabilities

Digital Collaboration

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

Mobile Apps

Client & portfolio view avalaible on the go along with secure messages

Communication & Reporting

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

Client & Portfolio View

360° client view, portfolio status at a glance, last transactions, goals summary, next best actions

Self-Directed Investment

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

Advisor Analytics

Portfolio asset allocation, list of investment proposals with status, alerts dashboard, agenda

Key Benefits

Acquire next gen investors and digital savvy clients

Improve productivity, reducing manual activities and waiting times

Support decisions with appropriate personalised financial information

Reduce complexity and speed up information delivery

Focus on development opportunities and customer relationship management

Give your client the active role they expect