Advisor Portal & Apps

Boost productivity of advisors introducing business to the firm with a 360° client view and a new experience platform that automates information delivery, providing actionable insights


    Capabilities

    Capabilities
    My Business
    Access to book of business, asset allocation, list of clients, investment proposals with status, alerts dashboard, agenda

    Eximius Six

    Capabilities
    Client & Portfolio View
    Drill down to client view and assets, portfolio status and assets with client impersonation

    Eximius Six

    Capabilities
    Digital Collaboration
    Real-time remote collaboration with clients across all channels and devices through video-chat, co-browsing, instant messaging

    Eximius Six

    Capabilities
    Client Risk Profiling
    Client profiling through IDD, KYC, MiFID questionnaire, financial situation assessment and diagnosis

    Eximius Six

    Capabilities
    Capabilities
    Capabilities
    IFA Portal & Apps My Business My Business Client & Portfolio View Client & Portfolio View
    Digital Collaboration Digital Collaboration Client Risk Profiling Client Risk Profiling
    Client Lifecycle Management Onboarding none none none none
    Placeholder none none

    IFA Portal & Apps

    Boost productivity of advisors introducing business to the firm with a 360° client view and a new experience platform that automates information delivery, providing actionable insights


      Capabilities

      My Business

      Access to IFA book of business, asset allocation, list of clients, investment proposals with status, alerts dashboard, agenda

      Client & Portfolio View

      Drill down to client view and assets, portfolio status and assets with client impersonation

      Digital Collaboration

      Real-time remote collaboration with IFA clients across all channels and devices through video-chat, co-browsing, instant messaging

      Client Risk Profiling

      Client profiling through IDD, KYC, MiFID questionnaire, financial situation assessment and diagnosis