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.
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.