Advisor workstations and management dashboards provide a single place to manage wealth management clients, delivering intelligent insights and prioritised actions.
Our range of dashboards provide management and teams all the information they need to view and manage their book of clients and the broader business.
Using a centralised source of data, our client relationship management solutions provide a 360-degree view of client profiles including contact information, financial goals, investment preferences, and communication history. Added to this can be an integrated view of the clients’ products and portfolios, from holdings to transactions. This centralisation allows all teams to access real-time information quickly, enhancing client interactions.
Using a range of pre-built integrations, and connectivity options you can bring in broader information relating to your client’s portfolios and products, including:
Wealth managers can view all information collected on the client in one place, including KYC, suitability review due dates, documents, service requests, portfolios, planning and banking services, past interactions, and more. This helps them to understand the client better and provide a more hyper-personalised service.
Our solutions come with a range of management-level dashboards, from practice management to branch oversight, from compliance to operations. Each can be fully adapted to reflect your key KPIs, metrics, and alerts, and integrated with our Hierarchy and Access Control models to ensure only pertinent data is shown.
Within these highly tailored screens, management staff can gain new insights into their business areas, turning raw data into actionable insights.
Each advisor has their own personalised dashboard. These role-based dashboards provide an at-a-glance view of all relevant information across their whole client book in a single location. No more logging into different systems to gather information and piece it together offline. New actions, alerts, outstanding tasks and upcoming activities are highlighted – whether advisor, prospect, client, or team generated.
Our advisor dashboards give you back time, with teams no longer having to waste time duplicating work or trying to find information that is stored in different systems.
Our Dashboards and 360-degree views can be configured to meet your business needs, from embedding your own systems and components, to adding your branding and adapting to your terminology. Our solutions are additionally multi-lingual and multi-currency, ensuring staff are able to use our dashboards in any region.
27 February 2024
Throughout the client lifecycle, there is a wealth of data relationship managers can tap into to determine next best actions and build trust.
4 min. read
24 February 2024
There may be many ways in which a wealth management business ensures the digital functionality of its hybrid model is compliant. In this article, we will focus on three features that should be embedded in the hybrid model solution to ensure greater compliance with regulatory requirements.
3 min. read