advisewealth

RM-Assisted Advisory

Equipping Advisors to grow and deliver brilliant client service, in the face of challenges like system, product and compliance restrictions, manual processes and limited products.

Equip your RMs and Advisors with a real-time tool on the go

A digital platform for an advisor to understand and optimise his client portfolios, generate relevant ideas, expedite execution and collaborate with his clients anytime, anywhere.
Plug and Play capability to introduce digital wealth platforms for your customers.

AdviseWealth is typically used by Relationship Managers and Advisers working in

Banks

BROKERAGES

ASSET MANAGEMENT

INSURANCE

Analyse

Dashboard Analytics

Visual Dashboards & Insights into client’s portfolio
Detailed Profiling

Capture client interests across region, asset, currency, sector, strategy, and risk baskets

Analyse

Dashboard Analytics

Visual Dashboards & Insights into client’s portfolio
Detailed Profiling

Capture client interests across region, asset, currency, sector, strategy, and risk baskets

Convince

Goal-based Investing

Create and execute goal based
investing for clients
Strategy Screening

Investment strategies based on
profiling or filters

Convince

Goal-based Investing

Create and execute goal based
investing for clients
Strategy Screening

Investment strategies based on
profiling or filters

Manage

Compare Portfolios

Compare client & model portfolio, by sector, geography & performance
Optimise and Switch

Rebalance the portfolio to other
model portfolio

Manage

Compare Portfolios

Compare client & model portfolio, by
sector, geography & performance
Optimise and Switch

Rebalance the portfolio to other
model portfolio

Why AdviseWealth

With an end-to-end suite of
features, you will want for
nothing more.

Make better recommendations, enhance productivity, reduce operational costs and eliminate compliance risks. Give your clients the superior service they deserve, without a hitch.

Increased Engagement with Clients

Your RM is now well connected to all his clients with ready to use analytics on assets and latest product recommendations based on clients’ changing preferences.

Compliance - Assurance of always delivering a standard service to clients
Investment Ideas - Investment products based on profiling or filters
Client Communication & Engagement - Share client reports &
market/product updates

Higher Sales & Efficiency

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