Key Features
Self-registration and self-onboarding of clients
Advanced document management capabilities
Powerful and adjustable client risk profiling tools, scoring and auto matching with relevant investment strategies
Automatic portfolio construction and regular rebalancing
Adaptability in utilising multiple asset-class and multi-currency products, including ETFs and Mutual Funds
Automated client communications, compliance and risk monitoring
Dynamic and auto-reporting, alerts and extensive CRM tools for hybrid models
Pre-defined, automated and easily customizable processes
Flexibility to accept clients’ preferences and payment details
Integration with custodian banks, fund managers and market data providers
Benefits
Automates and streamlines the full financial advisory process
Saves on resources and increases the firm’s capacity and productivity
Minimum operating costs, allowing to target new client segments with lower investment amounts
Offers an elegant and user-friendly application for faster client acquisition and retention
Penetrate new markets, with modern and innovative services
Provide competitive digital services, while complying with applicable regulations
Unique flexibility from configuration, to deployment, to pricing options
Always available from anywhere at any time, on any computer or mobile device