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