Advisor’s client review involves logistics and pre-planning – printing client reports and carry relevant data on laptop. Imagine common client review situations where client asking advisor about implications of selling a holding or why portfolio under performed during a specific period. Without online access to relevant information in presentable format, advisor ends up sending additional information to the client subsequently and followup with a call.
Our next generation advisor app is a game changer. App is designed to enhance the productivity of advisors and exceed personalised service level expectations of your high net-worth clients. Advisors can meet their clients away from home or office and conduct client reviews on a tablet. Interactive app allows them to navigate through time periods and performance using touch gestures, drill down to security and lot level holdings and conduct what-if scenarios on the fly.