• Software that encourages client buy in with the financial planning process.
• Tools designed to encourage clients to get into contact with adviser.
• Clients can submit a request to advisers or schedule own meeting.
• Clients can update positions to keep records up to date.
• Software intelligence and customer data analytics.
• Reduce time spent on researching products, investment modelling and advice generation with one-click systems request.
• Designed To Deliver Advanced Reporting, Trading, CRM and Analytics.