Empower Your Adviser
Focus your broker network

Change the industry and help your sales force to focus where they need to – the client.

adviser database

  • Immediate access to commission. With our unique commission model your distribution channel can access their commission reports online. Initial commission is immediately available as soon as a transaction is confirmed. Ongoing commission is consolidated with initial commission in one easy accessible commission portfolio.
  • Online client database. Brokers can see and manage all their clients online. Use tools to manage relationships and interaction between clients including document management (KYC, FICA).
  • Consolidated client reporting. Transaction statements, asset exposure, currency exposure.
  • Online transacting with buy, sell, switch and instruction history.
  • Fund information, fact sheets and performance figures.

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Add and update investor details online. Store related documentation like application forms and ID documents on the system.

Do bulk rebalancing across a selection of portfolios

adviser dashboard

 

Use our Model Portfolio feature to invest clients with certain risk profiles into predetermined model portfolios: like High Growth Model Portfolio. White label these models for each of your adviser.  With little administration effort you can manage the Base Model by Rebalancing it and all the underlying white label models will be rebalanced automatically!

 

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