Advisor Portal & Apps

Boost productivity of advisors introducing business to the firm with a 360° client view and a new experience platform that automates information delivery, providing actionable insights

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    Capabilities

    Capabilities
    My Business
    Access to book of business, asset allocation, list of clients, investment proposals with status, alerts dashboard, agenda

    Eximius Six

    Capabilities
    Client & Portfolio View
    Drill down to client view and assets, portfolio status and assets with client impersonation

    Eximius Six

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

    Eximius Six

    Capabilities
    Client Risk Profiling
    Client profiling through IDD, KYC, MiFID questionnaire, financial situation assessment and diagnosis

    Eximius Six

    Capabilities
    Capabilities
    Capabilities
    IFA Portal & Apps My Business My Business Client & Portfolio View Client & Portfolio View
    Digital Collaboration Digital Collaboration Client Risk Profiling Client Risk Profiling
    Client Lifecycle Management Onboarding none none none none
    Placeholder none none

    Advisor Portal & Apps

    Boost productivity of advisors introducing business to the firm with a 360° client view and a new experience platform that automates information delivery, providing actionable insights

      Please send me notifications, I agree with your Privacy Policy & Terms of Use

      Capabilities

      My Business

      Access to IFA book of business, asset allocation, list of clients, investment proposals with status, alerts dashboard, agenda

      Client & Portfolio View

      Drill down to client view and assets, portfolio status and assets with client impersonation

      Digital Collaboration

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

      Client Risk Profiling

      Client profiling through IDD, KYC, MiFID questionnaire, financial situation assessment and diagnosis