2021: Opportunities lie in uptake of wealth technology
start future-proofing your business, today.
With the rapid pace of technological advancements in the financial services industry, firms need to partner with a digital provider who can help them to leverage efficiencies, boost client engagement and satisfy compliance requirements. Free up internal capacity to generate more value for your investors. Get the intelligent investor management software platform that facilitates an engaging customer experience and automates compliance management.
Online investment functionality, investment tracking and financial calculators and forecasts empower your customers to have a delightful and interactive experience with their investments across multiple devices. Strengthen relationships and support a growing customer base, while driving down customer acquisition costs.
Our online account opening process automatically captures, verifies, and stores all KYC and AML information, reducing the cost and time you spend on each new customer. Ongoing compliance requirements are taken care of through our automated alert systems. Our advisor portal and CRM provides a single storage solution for all documentation, note-taking and report generation that facilitates the advice process.
Automating and digitising processes helps drive a smarter, faster and leaner business. Digital onboarding becomes a stress-free, instant process, providing a new channel to emerging markets . Improved visibility over the sales cycle reduces administrative time and cost overheads. Updates and reports can automatically be generated and published in client portals.
Delight your customers, reduce costs, and bring your business into the digital age with a specialised financial services software solution that supports your business' unique objectives.
Give your advisers the digital tools they need to support and amplify their client relationships in today's digital age.
Access new channels to market and easily manage a growing customer base by driving business efficiencies through automation and self-service.
Grow your market share and empower investors to take charge of their retirement goals through intelligent automation and self-service.
Simplify the onboarding process by giving customers instant, digital access to sign up from any device.
If you're looking for specific functionality to improve key processes within your financial services business, simply select from our range of modules for a solution that matches your business requirements.
digital client engagement
- mobile app
- customer dashboard & investor portal
- online investment
- Risk Profiling
- financial calculators
- investment & performance tracking
- eKYC and eAML
- Advisor Portal
- Admin & Compliance Portal
- User analytics