Simple Investment Tracking and Management
Empower your customers to take control of their investments with our Track & Manage module. With online functionality to check performance, alter investments, update profile details and so much more, your customers will love interacting with your investment product, and you’ll be rewarded by the increased efficiencies provided by these automated processes.
Easy Investment Management
Our online platform and automated processes allow your customers to check their investment details and performance at any stage, make additional investments or withdrawals, update their profile details with the click of a button, and interact with your product like never before. Request a demo to see the value we can add to your business through our customer management platform and associated modules.
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Designed to work for you
You decide the level of control and access your customers have through the online platform, as the functionality can be customised to fit with your business requirements.
Key Benefits
Designed and tested with the customer experience in mind, our sleek, interactive platform allows customers to interact with your investment product in a manner that truly engages and delights them. In giving your customers online access and the ability to change their investment and profile settings through the platform, you’ll reduce the administration requirements associated with each customer, saving time and money, and improving business efficiencies.
An integrated platform
Ongoing investment tracking and management is a core functionality, however there is so much more to be gained from an integrated customer management platform that covers all aspects of client interaction.
Get in contact for full details on the benefits of an end-to-end customer management platform.
Client Onboarding
A key first step in the client relationship, an automated, streamlined onboarding process is an easy way to impress your customers. Improve efficiencies, save your business time and money, and know that your compliance requirements are taken care of.
View MoreOnline Investment
A well designed, online investment process and capability will save your business time and money. It allows new customers to interact, engage, and buy your product at a time and place that suits them, wherever that may be.
View MoreAutomated Advice
Risk profiling, initial advice generation, regular re-balancing and on-going optimization are all components of financial advice that can be automated, leading to even greater efficiencies across the whole business.
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