Advisor-Desk-Conectus-SP
advisor-desk-conectus

Smart Business Management

Advisor Desk boosts productivity with a new advisor experience platform that automates information delivery and provides actionable insights. Help advisors to manage clients smartly, plan their working day and manage their pitchbook.

Capabilities

CLIENT & PORTFOLIO VIEW

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

DIGITAL COLLABORATION

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

ADVISOR ANALYTICS

Advisor portfolio asset allocation, list of accepted or pending proposals, alert dashboard, agenda

CONTENT MANAGEMENT

Meeting briefcase, market trends, news, educational content, product catalog

Benefits

Intelligent client management
and daily planning

Reduction of complexity
and information overload

More time for
high priority clients

Automated information
delivery

Less time
consuming tasks

Boost of advisor
productivity

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