More client focused solutions and ability to place orders online ensure quick decision making and higher sales. RM can work with more clients with ready-to-use analytics available on a single screen.
Save Time - Overview of RM’s book - AUM, products, client, and portfolio updates
Use Client Insights - Drive new products initiatives based on clients analytics available
Online Sales Requests - Close every sales meeting with the quicker call to action process
Scalable & Cutting Edge Solution
Cloud-hosted and API-based solution that can be scaled to meet your business’ growing needs. Selected by FIs and regulators, we continue to add new features to our platform to exceed expectations of clients.
Straight-through Processing - Quick preview, decision making process, and execution capability
Optimize - Multiple product journeys on a single platform to ensure you cover all bases
Portfolios - Compare client & model portfolio by sector, geography, and performance
Alerts & Notifications - Built-in alerts related to price movement,
portfolio value, and new opportunities