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ONE SOLUTION for managing your Clients’ Personal and Business affairs all in one place

Centralised Personal and Business financials

One solution for managing your clients’ personal and business affairs all in one place.

Integrated Wealth Management for Advisers

Integrated and consolidated view of all your clients financial position in real time to better manage clients’ affairs.

Advise clients using real time data

Automated feeds from banks, superannuation, property, share portfolios, accounting software platforms, etc.

Secure Digital Solutions

Drive revenue and growth

Increase your share of wallet by offering a one stop shop solution for all your personal & business clients.

Intelligent customer engagement

Increased client engagement by providing your clients access to a secure online portal showing their full financial position in real time.

Stay ahead of the competition

Increase your value proposition and differentiating your Practice from your competitors.

The Adviser Dashboard

The Adviser Dashboard helps Advisers understand their portfolio of clients, manage their commitments and become proactive in delivering client value.

For more information, click on the Adviser Dashboard link.

The Personal Dashboard

Strengthen the Adviser-Client relationship and create client stickiness by providing your clients with a full view of their financial position in real time.

For more information, click on the Personal Dashboard link.

The Business Dashboard

Provide your business clients with a full view of all their business’ financial position, risks, opportunities and alerts individually and/or as group in real time.
For more information, click on the Business Dashboard link.

Industries

The SVX solution delivers value across all sectors of the Financial Services Industry.

Accounting

Comprehensive view of business and personal clients for accounting and compliance services.

Financial Advisory

Better advice for your clients as you the advisor has a holistic view of their entire financial life.

Banking

Improved engagement with Private Banking clients for Family Office and Banking Services.

Mortgage Broking

Streamlined customer engagement and contract execution for property transactions.

Superannuation

Opening the opportunity for increased advisory services and compliance management.

Insurance

Identifying the clients insurance needs and facilitating insurance transactions.

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