The ideal solution for Financial Advisors
Improve efficiency and productivity with our leading advisory and reporting solutions
Boost your Advisory services with a solution that adapts to your needs, enabling greater efficiency and next level reporting capabilities so you can focus on what is important: offering the highest quality personalized service.
ADVISORY SERVICES
DISCRETIONARY MANAGMENT SERVICES
PORTFOLIO MANAGMENT SERVICES
REGULATORY COMPLIANCE
CUSTOMER LIFECYCLE MANAGEMENT
ORDER MANAGMENT SERVICES
Integrate your entity with CORE
Manage user roles, customers and your financial instruments
Integrate your entity with CORE
Manage user roles, customers and your financial instruments
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Create hierarchies, assign roles, manage access control, and configure appearance, country, languages…
Group accounts and portfolios
Multiparameter risk profile configurations and analysis
Manage your Master Data Sheet and product lists
Follow the evolution of portfolios with REPORTING
Asess Investment portfolios and generate value-added reports
Follow the evolution of portfolios with REPORTING
Asess Investment portfolios and generate value-added reports
Adapt the depth of the report for each client
Add multiple custodian or family unit accounts
Customize the format and content of the report
Automate the generation of reports for all your clients
Advise your clients with ADVICE
Automate advisory processes ensuring regulatory compliance
Advise your clients with ADVICE
Automate advisory processes ensuring regulatory compliance
Ensure regulatory and business requirements
Multiply your productivity by mitigating legal and operational risks
Plan your clients’ vital goals with 360º advice
Optimize your customer satisfaction with proactive management
Connect with your clientele with our PORTAL
Customer Web Portal
Connect with your clientele with our PORTAL
Customer Web Portal
Interact with your clients via our customized web portal
Enhance the operational autonomy of your clients with our platform
Keep your clients informed about their portfolios and investment proposals
Revolutionize your customers’ experience with access to an exclusive digital channel
Customers like you who have hired us
