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Smart Business Management

Boost 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 with geo intelligence and next best action suggestions, manage their pitchbook and find new business with social discovery.

Business 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

Features

360° client view + next best actions

Check portfolio status at a glance

Manage knowledge with briefcase, the pitchbook for Sales and CRM

Address relevant notifications

Use social discoveryto find new business

Quickly access contextual actions

Key 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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