Depicted below are the benefits for both the Independent Advisors as well as Institutions.
Independent advisors:
Single platform for managing
All assets
Clients
Internal teams
Seamlessly switch between products in changing economic cycles.
Complete control over client data.
Enhanced customer servicing
Retain advisor identity
Compete with bigger banks, brokers on level terms
Opportunity to acquire additional business from the clients.
Monitor performance of branches, RMs and lines of businesses.
Low TCO (Total Cost of Ownership) less than comparable products
No technology headaches.
No upgrade pains.
Quicker roll out of releases and functionalities .
Affordable entry points. Pay as you use.
Scale on need basis
Integrating easy with legacy ERP applications
Institutions:
Single web based platform for managing
All assets
Clients
Franchisees and Branches
RMs and Branch Managers
Lines of Businesses
Process driven ERP approach to help organizations streamline their daily operations. Reduce time spent on daily repetitive non-value added work.
Easy Integration with existing back offices and ERP Applications.
Enhanced customer servicing with direct access to Customer Portfolio and rich multi asset statements.
Streamline retail distribution by having your teams and clients information in a single repository.
Generate additional revenue with industry differentiating add-on applications like financial planning, Portfolio Analytics, Customized Dashboards and Smart Alerts.
