The Advisory Dashboard offers your advisors a powerful and yet easy-to-use solution to conduct portfolio review meetings in or outside the branch. It includes all the required information about client portfolios, markets and related investment opportunities.

  • Portfolio performance and risk monitoring
  • Allocation and exposure reporting
  • Market data and research
  • Analytics
  • Investment opportunities
  • Real-time investment proposals and simulations
  • Secure messaging

Digitally supported Dialogue

Service your clients with a modern user interface to ensure an efficient and effective dialogue about their wealth situation and related opportunities.

Insights at your Fingertips

Have access to all insightful information about the entire client book or individual customers with recommended actions.

More Client Air Time

Increase the number of client meetings with a comprehensive and easy-to-use solution to conduct portfolio review and planning meetings.

Request a demo

Our sales team is happy to schedule a personal live demo with you. We offer both web-based or physcial demos.

We look forward to showing you the key features and benefits of our new cloud-based offering.

Contact us