Empower your advisors and clients alike to easily discover, track and compare funds, stocks, bonds, options, warrants and structured products.
Empower clients and advisors with a platform to construct portfolios around a clients risk profile and financial goals.
Provide your salesforce with an award-winning portfolio simulation tool to substantiate your product recommendations through real-time impact analysis. Tailor investment proposals and illustrations in a manner of seconds.
Designed with both advisors and clients in mind, use our patented Artificial Intelligence-driven engine to construct and optimise tailor-made portfolios.
For our clients’ employees & their clients.
Our workshops are interactive and unscripted, allowing the audience to get engaged for a more fun and memorable learning experience. With access to a realm of financial experts, and with the passion to educate, we’re able to provide training in most
financial areas in an interactive and engaging way.
iEngage uses the power of technology to deliver sales ideas via content. It helps institutions better understand their clients, drives stronger sales revenue, unlocks dormant accounts and secures deeper client relationships. Management offer their clients a differentiating service, that helps clients engage with product opportunities and drives significant sales increases.
All the functionality that advisors require, from one single-sign-on dashboard. No more multi-channel communication. No more scattered usernames and passwords. MyAdvisor brings your advisors back to your brand and gets you working together. That’s good for your business and good for sales. Ensuring sales force is better equipped, driving higher sales.