Adviser Software Features with AI

Access your wealth CRM from anywhere. Features: set up and manage clients, client portal access, sales funnel stages, segmentation, referral information, review dates and much more to run your firm entirely digitally.

Send client agreements to e-sign, customise digital fact-find questionnaires, perform a risk profiling process for each client, depending on the services you offer, and onboard your clients fully digitally.

Various in-built investment, insurance and cashflow planning tools and solvers produce suitability recommendations and plans to share with clients.

Our helpful report builder allows you to use your own (or our default templates) to build and save reports before sharing them online through the client portal or by email.

Nurture and manage all your client communication in one place, including messages, content sharing, alerts and notifications to build trust and support your clients at the right time.

Request and obtain your unique sub-domains for both your firm internal and client portals. Use your logo and brand colours to build trust with clients.

Give your clients access to an intuitive and simple to use client portal to complete questionnaires, upload documents, securely e-sign and view any adviser shared plans and reports.

One central admin section controls all your practises. These can include subscriptions, branding, security, users, case compliance flows, add-ons, integrations and many more.

Auditability is in-built in all our processes. We capture not only the technical audit logs, but also the device and location information along with other security critical information as part of the process.

We maintain enterprise-grade security with a separate database for every firm. Data is encrypted both at rest and in transit. We offer every user multi-factor login for added protection.

Your firm portal will be ready to use immediately and the client portal one day after verification. Relax and enjoy the benefits – no deployments, always up to date and securely hosted in AWS cloud.

Case compliance checklists, tasks, scheduling appointments, e-signatures, adviser work desk notes and storage, and many more efficiency creating features to help you win and serve more clients entirely digitally.