A suite of components that together will transform the digital offering creating a panoramic ‘all wealth’ view for consumers, create a ‘golden source’ repository of client data, support stakeholders in the effective management of the business and provide the necessary cross enterprise communication
Portal
Feature rich and engaging digital experience for advisors and end customers.
Repository
A centrally manged secure vault for a firms most valuable asset; its client data.
Intelligence
Powerful insights into trends, revenues and other KPI data.
Integration
Connectivity services to external and internal platforms and systems.