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

CONECTUS

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

CONECTUS

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

CONECTUS

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

CONECTUS

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

CONECTUS

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

CONECTUS

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 CollaborationCONECTUS

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

“
Mobile AppsCONECTUS

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

“
Communication & ReportingCONECTUS

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

“
Client & Portfolio ViewCONECTUS

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

“
Self-Directed InvestmentCONECTUS

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

“
Advisor AnalyticsCONECTUS

“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”

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