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 avalaible on the go along with secure messages

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

Deliver compliant remote advice & support to clients

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”

“
Client & Portfolio View

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

“
Advisor Analytics

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

“
Self-Directed Investment

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

“
Communication & Reporting

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

“
Mobile Apps

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

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”

“

“Deliver compliant remote advice & support to clients”

BACK TO SUITE

ASK FOR DEMO