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