Independent Financial Advisors
Differentiate yourself and grow your client base and revenues with intelligent financial planning and analytics.
Challenges faced by Independent Financial Advisors
IFAs need an integrated solution - with identity verification and due diligence checks built in – to digitally onboard clients in a repeatable manner that is also compliant with regulations.
Updated, accurate, and insightful analytics is key to efficiently manage a very large number of client portfolios.
Client data contains sensitive information, therefore data security is essential. Maintaining industry security standards is essential to gaining the trust of the clients.
Getting customized wealth reporting for all asset classes across portfolios is essential to serve the needs of sophisticated clients.
Everything that helps you acquire clients and retain them through outstanding service
Transform your end-to-end client journey with innovative, automated tools.
Nurture leads into loyal customers and improve conversion rates with our lead management system.
Align investments with wealth goals for customized wealth planning.
Consolidate your global investment portfolio on a single platform.
Get insightful analytics for your global portfolios.
Get wealth reporting of various asset classes in your portfolio.
Efficiently manage your revenue and maximize your profits with built-in automation.
Analyze the risk exposure of your investment portfolio and take better decisions.
Maximize returns on structured products with our analytics.
A secure platform certified with ISO 27001.
Get portfolio details at your fingertips with our mobile app.
Generate reports customized to your brand’s look-and-feel and share them with clients.
We would be delighted to speak to you.