This module aggregates all transactions and automatically calculates fees & commissions at the counterparty, advisor and client level.
As business and regulation becomes more complex, it pays to have defined processes in place. Let Prive Managers give you the tools to streamline, control and monitor your business.
A digital account opening tool that is faster, more efficient and compliant to regulatory requirements. Reduce paperwork and use automated processes to perform KYC checks and verification.
Our Text-To-Speech system automates and digitises the risk disclosure process for you.
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.