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.
Business Capabilities
WEALTH MANAGER CRM
360° view of client data, investments, assets and relationship, communication store & tracking (emails, calls, meetings agenda)
DIGITAL ADVISORY
Human governance blended with robo capabilities to mass-customize investment advice
CLIENT REPORTING
Overview of portfolio performance, risk, asset allocations, holdings, transaction details, etc
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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