Advisor & Investor portal
Improve advisor productivity with a 360 ° client view, creating an optimised digital investment experience for your customers and 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
Client & Portfolio View
360° client view, portfolio status at a glance, last transactions, goals summary, next best actions
Capabilities
Advisor Analytics
Portfolio asset allocation, list of investment proposals with status, alerts dashboard, agenda
Capabilities
Self-Directed Investment
Online self-service transaction functionality matching the best e-commerce customer experience
Capabilities
Communication & Reporting
Overview of clients’ portfolios, reporting and interaction between clients and firm
Capabilities
Mobile Apps
Client & portfolio view available on the go along with secure messages
Capabilities
Key Benefits
advisor & Investor portal
Improve advisor productivity with a 360 ° client view, creating an optimised digital investment experience for your customers and enabling advisor-client digital collaboration
Capabilities
Key Benefits
