Advisor Desktop
Your Complete Advisor Workstation
Automates information delivery and provides actionable insights
Help advisors to manage clients smartly, plan their working day and next best action suggestions, manage their pitchbook and find new business.
Boost productivity with a new advisor experience platform that automates information delivery and provides actionable insights. Be more effective in your day-to-day tasks.
Benefits of Advisor Desktop
What To Expect from Advisor Desktop
Manage Clients Smartly
Foster strong relationships and ensure business success. Adopt a client-centric approach, emphasizing effective communication, organization and proactive engagement.
- 360 client view + next best actions
- Check portfolio status at a glance
- Meet clients with high priority
- Automated information delivery
- Quick response time
Boost Advisor Productivity
Boost productivity automating information delivery and providing actionable insights. Help advisors to manage clients smartly and plan their working day.
- Quickly access contextual actions
- Address relevant notitications
- See latest results and pinned items
- Calendar, planner
Efficiently Collaborate & Interact
Leverage the best-in-class engagement and Collaboration tools to emulate and enhance what’s possible in an in-person context.
- Connection with video & voice
- Advise with secure messenger
- Collaboration with co-browsing
- Support with conversational AI
- High configurability to personalize the corporate brand
Be More Effective and Handle Clients Efficiently
- Intelligent client management and daily planning
- Reduction of complexity and information overload
- More time for high priority clients
- Automated information delivery
- Less time-consuming tasks
Advisor Desktop provides a multitude of benefits that enhance efficiency, improve client relationships, ensure compliance, and support business growth.
Financial advisors can elevate their service quality, enhance decision-making processes, and drive better financial outcomes for their clients. This application provides the necessary infrastructure to deliver personalized, informed, and proactive financial advice, ultimately helping clients achieve their financial goals with confidence and clarity.
Digitize your Ecosystem
for a Fraction of the Cost
To learn more information or request a demo please fill out the form below and our team will be in touch in 1-2 business days.