The Mobile Advisory Suite is a comprehensive client-facing solution offering your advisors a modern and digitally augmented dialogue to serve clients better, faster in or outside the branch. It includes all the functions required to provide comprehensive investment advice for both the discretionary and advisory business.

  • Onboarding to wealth
  • Real-time investment proposals and simulations
  • Portfolio review and re-balancing
  • Portfolio monitoring and reporting
  • Market data, research and analytics
  • Secure messaging
  • Task Management

Faster and better Advice

Advice your prospects and clients faster and better with a cutting edge suite offering all relevant functionality with a compelling user experience.

Comprehensive Advice anywhere

Acquire prospects and serve clients in a modern way at the branch or any other place with an easy to use interface optimized for mobile devices.

More Business at lower Cost

Increase business volume and output with less input with the help of highly effective, efficient and yet compliant advisory processes and workflows.

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