EXPLORE FEATURES
Simply Smarter Investments
Easy, intuitive, frictionless engagement with your clients in a manner that engenders and builds confidence and provides for full transparency and control of their portfolios.
- Super-fast, efficient digital onboarding for both retail and institutional clients
- KYC checks and biometric identity verification for rapid, highly scalable account openings
- Sophisticated Investor profiling – financial position, suitability and appropriateness, risk profiling
- Client goal setting – single or multiple
- Model portfolio selection and customization – discretionary or advisory
- Portfolio monitoring and reporting – allocation and exposure reporting, detailed contribution analysis
- Portfolio maintenance – rebalancing, top-up and withdrawal
- Integrated Personal Profile management
- Integrated online market data and research
- Personalised push alerts and notifications
Smart Solutions for Professional Wealth Managers
Everything you need, instantly delivered in a simple, hosted platform that helps you grow your digital wealth advisory business, automate administrative processes and manage your operations more efficiently.
- Intelligent real-time analytics Dashboard to keep all critical KPIs front and centre
- User access management and role assignments
- Automated lead and customer management
- Automated marketing campaign management via email and social media
- Single inbox for all Client or Advisor documents & conversations
- Ready API Integrations with AMCs, RTAs, Custodians and PSPs
- Automated financial compliance reporting for regulators
Wealth as a Service
A comprehensive, client facing solution enabling your IFAs and wealth managers to enhance the overall client journey experience – from the initial acquisition and on-boarding process to the generation and communication of new investment ideas – to serve clients better and faster.
- Assist in On-boarding clients to platform with self-managed goal setting and investor profiling
- Real-time investment proposals and simulations
- Consolidated view of the entire client book
- Customer 360° view to capture all client interactions
- Single inbox for all your client documents & conversations
- Intelligent real-time analytics Advisor Dashboard to view aggregated KPIs
- Link to market data, integration of research and analytics
- Secure communications – email or chat
- Calendar & task management and integration