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Professional advice, either independently or tied, on personal finance matters such as investments, retirement planning and wealth management
Advisor Portal
& Apps
Boost productivity introducing business to the firm with a 360° client view and a new experience platform that automates information delivery, providing actionable insights
Capabilities
My Business
Access to 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 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
Key Benefits
- Improve productivity, reducing manual activities and waiting times
- Focus on development opportunities on high-priority customers
- Support decisions with appropriate personalised financial information
- Reduce complexity and speed up information delivery
Client
Onboarding
Adopt an automated & omni-channel onboarding strategy to improve client experience and enhance business productivity in compliance with regulatory requirements
Capabilities
Prospect Registration
Collecting all client data for setting up an account
KYC & Questionnaire
Collecting a complete set of KYC informations and characteristics
Contract Management
Validation of informations and generation of account contracts
E-Signature
Digital signature of contract for STP account set-up
Key Benefits
- Efficiently scale onboarding operations, decrease manual processing, minimise errors and cut waiting times
- Enhance prospect conversion and strengthen client relationships through integrated digital capabilities
- Reduce time to onboard with smart KYC capture adapting to each client type and integrated AML scoring engine
- Reduce complexity and proactively manage more clients through omni-channel processes
CRM & CLM
Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution
Capabilities
Wealth Manager CRM
360° view of client data, investments, assets, relationship, document store and tracking
Suitability Assessment
Real-time and bulk checks on customer portfolios according to regulatory requirements
Reporting to Client
Reporting solution concerning the entire investment reporting process, providing control, accuracy and visibility
Contract Management
Digital contract process including document composition, electronic signature, secure exchanging and archiving
Key Benefits
- Reduce complexity and proactively manage more clients through omni-channel processes
- Generate insights and KPI performance throughout the client lifecycle
- Seamlessly orchestrate your marketing campaigns in one place and track their success
- Increase advisor productivity and enhance process efficiency
Advisor Portal & Apps
Advisor Portal
& Apps
Boost productivity introducing business to the firm with a 360° client view and a new experience platform that automates information delivery, providing actionable insights
Capabilities
My Business
Access to 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 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
Key Benefits
- Improve productivity, reducing manual activities and waiting times
- Focus on development opportunities on high-priority customers
- Support decisions with appropriate personalised financial information
- Reduce complexity and speed up information delivery
Client Onboarding
Client Onboarding
Adopt an automated & omni-channel onboarding strategy to improve client experience and enhance business productivity in compliance with regulatory requirements
Capabilities
Prospect Registration
Collecting all client data for setting up an account
KYC & Questionnaire
Collecting a complete set of KYC informations and characteristics
Contract Management
Validation of informations and generation of account contracts
E-Signature
Digital signature of contract for STP account set-up
Key Benefits
- Efficiently scale onboarding operations, decrease manual processing, minimise errors and cut waiting times
- Enhance prospect conversion and strengthen client relationships through integrated digital capabilities
- Reduce time to onboard with smart KYC capture adapting to each client type and integrated AML scoring engine
- Reduce complexity and proactively manage more clients through omni-channel processes
CRM & CLM
CRM & CLM
Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution
Capabilities
Wealth Manager CRM
360° view of client data, investments, assets, relationship, document store and tracking
Suitability Assessment
Real-time and bulk checks on customer portfolios according to regulatory requirements
Reporting to Client
Reporting solution concerning the entire investment reporting process, providing control, accuracy and visibility
Contract Management
Digital contract process including document composition, electronic signature, secure exchanging and archiving
Key Benefits
- Reduce complexity and proactively manage more clients through omni-channel processes
- Generate insights and KPI performance throughout the client lifecycle
- Seamlessly orchestrate your marketing campaigns in one place and track their success
- Increase advisor productivity and enhance process efficiency
