1. Insights: to save your advisors times when prepping for clients and helps increase productivity over a larger client base.
2. 'What if' module: helps your advisors attract new AUM by tweaking or comparing portfolios to showcase what could have happened.
3. Our full analytics tool: an uncomplicated professional grade analytics platform with a manager view to see all your clients’ portfolios. Integrate listed, unlisted and digital assets to analyze your clients performance, ESG and risk.
Our Insights are built by award-winning fund managers bringing institutional credibility to each output.
Our tool sits on top of your existing software so there are no complicated integrations.
Your clients can have their own portal to help them learn more about what they own and create better engagement.