Virtual Funds (or vFunds) gives you the ability to package in-house intelligence and strategies wrapped into a virtual fund. It provides clients with easy-to-understand investment ideas, thematic or qualitative, and the client portfolio will not only show a list of securities but also a collection of ideas and themes they are invested in, each with its own factsheet and history.
An essential tool for portfolio rebalancing, the engine can handle bulk orders and scheduled rebalancing on fixed intervals. Trades will be automatically allocated to individual client accounts and reconciled via our client reporting function.
Link clients with in-house or third-party model portfolios. Models can be rebalanced with a few clicks with the potential for additional revenue for your firm. Rebalance portfolios with just a few clicks, with bulk order execution generated for thousands of clients.
Reporting allows you to generate consolidated, branded, reporting on all of your clients assets. Use the Alert functionality to stay one step ahead of your clients by receiving notifications for predefined events.
Give clients access to your branded portal or App. They can view their portfolios, communicate with their advisor, upload documents to a secure storage area and evaluate your investment recommendations.
Track and store all client and prospects interaction efficiently via built-in notes, eMail magnets and document storage.
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.