DIGITAL INVESTOR & ADVISOR PORTAL
DIGITAL INVESTOR & ADVISOR PORTAL
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
DIGITAL INVESTOR & ADVISOR PORTAL
CLIENT ONBOARDING & ENGAGEMENT
Seamless, integrated, digital self-directed & advisor-driven end-to-end onboarding process
DIGITAL ADVISORY
Human governance blended with robo capabilities to mass-customize investment advice
KEY BENEFITS
FEATURES
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