Strengthen the Adviser-Client relationship and create client stickiness by providing your clients with a full view of their financial position in real time.
Everything in one place
- Automated feeds from banks, superannuation software, property, share portfolios, etc.
- Store personal data, documents and financial information in real time
- The ability for your clients to engage with their key relationships e.g. Lawyers, Executors, Family, Insurance and Mortgage brokers etc.
- Budgeting of income & expenses
- Budget vs actual analysis
- Net worth analysis
- Financial goal setting
- Dynamic Debt reduction plans
- Prepare for Estate Planning
- Exchange Hub: Use data, documents and financial information to facilitate life and business transactions, such as securing a new loan, applying for insurance or executing a contract.
- Smart Centre: Help your clients understand their financial position and how to drive wealth and business growth.
- Integration: SVX partners with leading data providers to ensure that your client’s information is always up to date.
Pricing: please contact us for more information