Financial Activity

/Financial Activity
Financial Activity 2018-02-28T10:39:16+00:00

Manage financial activities in real-time

Do you want an easy way to keep a holistic view of your clients’ financial activities?

The SVX Platform helps advisers gain a complete picture of a client’s real-time financial position via the online dashboard and its unique Smart Centre view.

With expert analytics and insights you can more easily assess assets, profit and loss and understand exactly where your client and their business stands, which means you can provide better advice in a more timely way, and importantly, help them achieve their financial and non-financial goals sooner.

Discover how the SVX Platform can take you beyond traditional advisory services:

Accounting

Financial Activity

Banking

Mortgage Broking

Superannuation

Insurance

Are you ready to transform how you engage with your clients?

Get in touch with the experienced team at SVX Group on +613 9867 3115, or contact us