Refocus your time
on higher value priorities
At the end of the day, we’re here to do something
simple: give you the choices and opportunities to
do the best for your business and your clients.
Business Development
Dealing with change - are you taking on new clients or trying to achieve more from your existing clients? Or have legislative or technological changes creating new barriers? Why not allow us to keep you up-to-date with our latest thinking.
Customer Support
Our Focus Has Been building an environment where the service desk put the customers at the heart of everything they do. We continuously challenge each other to do things better for our customers which means a constantly evolving environment
Advanced Transactions
Gone are the conventional ways of initiating trades. Our transaction modules not only realign your clients portfolios every time you buy but also takes taxation and exit load implications into consideration while you sell. Now that’s advanced transactions to us!
Integration
Your brand can help you stand out from your competitors and improve engagement with your customers. It’s something your customers recognize and is synonymous with your values and service.
With our integration services you can:
- Have your firm’s colour scheme, logo and typeface across the platform
- Brand your outputs and reports .
Dashboard & Analytics
We not only collect data but process it in the simplest form possible. With each user interaction, our platforms decodes that information for IFA to best use it. It may be checking the right time to interact with clients ,checking his anxiety levels during market downfalls or may be checking the business trends from profiling to sales to revenue to business growth.
Compliance
No matter what your business objectives, your investment strategy or your client base, we aim to give you the flexibility to build a client-centric proposition focused on holistic financial well-being whilst being able to meet the demands of the regulator.
Moving assets onto the platform couldn’t be simpler. We hand hold to ensure the movement of your clients’ assets onto the platform happens as seamlessly as possible.
Strategy
We bring comprehensive model portfolio capabilities that has a universal appeal. Our tools not only help investors understand their minimum portfolio growth requirements but also help them follow it with discipline easing out client management for IFAs