Advisor-Desk-Alveare-S

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

Advisor-Desk-Alveare-M

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

  • 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

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