Advisers can see their fees, manage their client’s investments, switch, review accounts and send out statements.
Features include
BOOK REPORTS
Fees earned, transaction statements, asset allocation, currency exposure, growth, performance, tax certificates, client lists and business intelligence (BI). Import external transactions from other platforms for consolidated reporting.
FEES
With our unique fee model your fees can be paid out automatically and the distribution channel can access fee reports online. Fee comparisons to previous months, current fee accruals, graphs etc.
TRANSACT
Optionally allow advisers to buy, sell, switch on accounts or update certain client details. Flexible and customisable to match your business model.
CLIENT DATABASE
Brokers can see and manage all their clients online. Manage relationships and interaction between clients including document management (KYC, FICA).
MODEL PORTFOLIOS
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 a button. Make sure your mandates are not in breach.
NEEDS ANALYSIS
Create asset and liability balance sheet items, cash flows and needs analysis document.
Standardise advice across your business. You can plot scenarios for normal retirement, disability, critical illness and death.
