Solution introduction

Say hello to the future of client data access

Frollo for Brokers is a free online portal where you can securely receive account statements and financial data from your clients. AI powered insights and categorisation with ApplyOnline integration saves time for you and your clients

No banking passwords needed – (ever)
Clients will never be asked for their online banking password.

Free account statements and financial insights
No cost for you or your clients to use Frollo for Brokers.

Speed and convenience
Save time and hassle for your clients with on-demand access to account statements during the consent period.

 

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.