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engaging customer-centric
solutions for wealth advisors

An intelligent investment and customer management solution that fosters and supports an enduring client-advisor relationship through digital engagement tools.

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attracting the next gen investor

How do wealth advisors ensure the relevancy of their services and advice models given the imminent rise of the digitally-native mass affluent market?

Create a truly engaging and immersive online experience that enables you to develop deeper and more meaningful customer relationships through intuitive digital tools.

helping you grow in a more sustainable, flexible and cost-effective way

Experience the 4 key growth drivers with our innovative white-label solution:

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  • Save time and effort throughout the customer management process by making it easy for clients to open accounts, track their investments and manage their static profile online from any device.
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  • Improve sales pipelines through robust data analytics, giving advisors relevant and timely information to better understand their clients behaviours and needs.
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  • Grow your business in a sustainable and cost- effective way by streamlining and automating processes.
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  • Engage and communicate with your customers by using intelligent tools to automatically deliver relevant updates, reports and newsletters to different customer segments.
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Save time and effort throughout the customer management process by making it easy for clients to open accounts, track their investments and manage their static profile online from any device.

Improve sales pipelines through robust data analytics, giving advisors relevant and timely information to better understand their clients behaviours and needs.

Grow your business in a sustainable and cost- effective way by streamlining and automating processes.

Engage and communicate with your customers by using intelligent tools to automatically deliver relevant updates, reports and newsletters to different customer segments.

Four key growth drivers for wealth advisors

delight and excite investors throughout the customer lifecycle

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Look beyond the customer portal to capitalise on key customer touch points to strengthen the advisor-client relationship.

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  • Make the sign-up process a pleasure through a slick and effortless digital onboarding experience that leaves a positive and long-lasting first impression.
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  • Interactive client dashboards provide visual investment tracking tools and relevant performance information, giving clients a more enriching and tangible investment experience.
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  • Facilitate on-demand and transparent service through interconnected channels of communication. This helps to builds trust and deepens the advisor-client relationship.
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  • Pursue new channels to market using digital advice and financial planning tools. Service a growing client base by using intelligent algorithms based on clients' risk profiles to deliver curated advice to a mass market.
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deliver value-added advice by automating customer management

Empower advisors to deliver an elevated service experience by streamlining customer management and simplifying advice processes.

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  • Built-in note taking, document storage, and performance report functionality helps to store vital information to facilitate the advice process.
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  • Digital onboarding enables customers to sign up at their own convenience, saving you time and money by lowering customer acquisition costs.
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  • Strengthen your business' advice model by providing your investors with a suite of complementary self-service tools that encourages client ownership and reduces your administration burden.
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  • Communicate effectively with your clients regarding shifts in market performance. Tailored updates and messaging can be sent directly to segmented customer lists.
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  • Powerful data analytics provide key customer insights to help you adapt to the changing needs of your clients and improve customer engagement.
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seamlessly satisfy and manage ongoing compliance requirements

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Screenshot of the mobile and tablet version of the digital advice module from Invsta.

Reduce compliance overheads with digital tools that make it simpler to manage, store and satisfy ongoing requirements across the entire company

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  • Reduce administration costs and speed up the onboarding time through eKYC and eAML functionality, which automatically captures and verifies key customer information in a matter of seconds.
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  • Automated alert systems ensure compliance requirements are met and due dates are adhered to.
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  • Easily access key information for yearly audits as compliance information is easily accessible and integrated across departments.
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  • Inbuilt compliance audit trails make it easier for teams to monitor risk areas and identify areas for improvement.
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  • Standardised workflows and digital prompts make it easier to ensure compliance is met at the advisor level.
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Support and enhance your firm’s advice experience through an intuitive and engaging digital offering.

Download the wealth advisor solution brochure below.

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Our purpose is to inspire excitement and confidence in financial services through digital innovation and engagement.

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