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Advisers can see their fees, manage their client’s investments, switch, review accounts and send out statements.
Fees earned, transaction
statements, asset allocation,
currency exposure, growth,
performance, tax certificates etc.
With our unique fee model your
fees can be paid out automatically
and the distribution channel can
access fee reports online.
Optionally allow advisers to buy,
sell, switch on accounts or
update certain client details
Brokers can see and manage all
their clients online. Manage
relationships and interaction
between clients including
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 re-balanced at the click of
Create asset and liability balance sheet items, cash flows and generate a needs analysis document