A technology platform should be built on the premise that the investor is the centrepiece of the advice process. Having a system that allows you to collect information seamlessly, share documents and communicate instantly through SMS, email or personal notifications within a secure client portal. Embed video or use voting buttons to capture client responses including opt-in.
Recognising that not every client might want to have an investor portal and that each client might have different requirements regarding their online access, we empower advisers to choose which clients they grant online access to and also allow the advisers to tailor the content that each client sees in the client portal.
Importantly, there is no additional charge for any client portals that an adviser chooses to establish. The ability to set up tailored client portals for any or all of your clients forms part of our core CRM module.