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