Our application helps you guide clients through the fact finding, risk profiling, asset allocation and portfolio tailoring process. It seamlessly integrates with the Model Portfolio Management application, to ensure investors can view the latest analysis. It also positions you at the centre of the advice process by providing a unified view on all your client’s assets – regardless of whether advice is provided on all the assets.

You have the option of using our streamlined client ‘on-boarding’ system that includes auto SOAs/ROAs, digital sign-off, KYC, authentication and account opening (on desired platform), reducing time spent on back office tasks and administration.