Adviser Book Management
Empower your adviser

Advisers can login and see their client database. The can manage their client’s investments, review accounts and send out statements.

adviser database

Advisers can see:

  • FEES – with our unique fee model your distribution channel can access their fee reports online.
  • CLIENT DATABASE – brokers can see and manage all their clients online. Manage relationships and interaction between clients including document management (KYC, FICA).
  • BOOK REPORTING – fees earned, transaction statements, asset exposure, currency exposure, growth, performance, tax certificates etc.
  • TRANSACT – optionally allow advisers to buy, sell, switch on investor accounts.
  • MODEL PORTFOLIOS – use our Model Portfolio feature to invest clients with certain profiles into predetermined models/wraps portfolios. Models can be white labelled for each of your advisers and rebalanced at the click of a button.