“Maximize the efficiency of your advisors”

Your clients are expecting that their advisors at the bank are at all times well informed about their portfolios and all other relevant topics. The Advisory Dashboard is a powerful solution to manage a multitude of client portfolios. By supporting the client advisors with the right and pre-selected information at their fingertips, your organization achieves higher efficiency of its most expensive front staff.

In addition to the possibility to review a single client portfolio and to understand every position in detail, the Advisory Dashboard offers various options to create a consolidated view of an entire client book, a team or another organisational unit. Typical uses cases include liquidity management, trading and switch recommendations, redemption lists, performance comparisons and risk and performance metrics.

  • Advisor Dashboard for all positions of a Relationship Manager (aggregated KPIs)
  • Customer Dashboard for the portfolios of one client
  • CRM for all client-related information (including calendar functionalities)
  • Link to market data, integration of research and analytics
  • Portfolio simulations and constructions
  • Risk profiling, Investment strategy and product selection
  • Portfolio analysis, review and update
  • Secure messaging
  • Task Management

Digitally supported Dialogue

Service your clients with a modern user interface to ensure an efficient and effective dialogue about their wealth situation and related opportunities.

Insights at your Fingertips

Have access to all insightful information about the entire client book or individual customers with recommended actions.

More Client Air Time

Increase the number of client meetings with a comprehensive and easy-to-use solution to conduct portfolio review and planning meetings.

Request a demo

Our sales team is happy to schedule a personal live demo with you. We offer both web-based or physcial demos.

We look forward to showing you the key features and benefits of our new cloud-based offering.

Contact us