Capture their goals, financial situation, investment profile, and investment behavior in a simple and fun way. Experience your clients enjoy the interaction with you
Product shelf
All that you did on your desktop through multiple applications is now possible through the mydesq application on the ipad. Spend more time facing your clients and have the flexibility to work anywhere.
Client profiling
All your activities such as creating a proposal, sending reports to clients, documenting advice, and opening a new account can now be done in just a few swipes giving you more time to face your client.
Client onboarding
Regulations across the world are getting more complex and the workload of wealth managers keeps increasing. Our application takes into consideration the client domicile, where his assets are booked and your location to automatically apply all the relevant rules so that you can focus on serving your clients.
Monitor investments
All data on your device is fully secure and encrypted. Access to client data is restricted based on your location. Don't fear any security breach if your device is lost or jailbroken.