Adviser Workbench

A highly integrated, configurable and expandable  solution that offers a consistent workbench across browser desktop, tablet and smartphone supporting and synchronising all typical daily activities and processes of Advisers, Bankers  and Relationship Managers.

Ready to use functionalities

  • Access research content and media from any device;
  • Organise content for client meetings;
  • Share content with customers through personalised apps
  • Illustrate market evolution and product offering;
  • Produce automatic meetings reports;
  • Engage with new prospect around needs and opportunities;
  • Onboard new customers fully digitally;
  • Support remote and self on boarding features;
  • Execute automatic KYC on new and existing customers
  • Have a 360° single client view of the customer;
  • Analyse and breakdown portfolios, positions, assets and holding;
  • Aggregate positions and portfolios across multiple customers, households and financial institutions;
  • Manage non financial assets into the asset analysis;
  • Generate personalised portfolio assessments and reports;
  • Share tailored investment opportunities via customer app;
  • Collect customer relevant information and facts including risk assessment questionnaire;
  • Present personalised, life cycle based financial and investment plans;
  • Produce highly tailored asset allocation, investment and rebalancing proposals;
  • Monitor and track evolution of customer KPI, portfolios and proposals;
  • Analyse evolution and KPIs of Adviser book of business and targets;
  • Synchronise content, data, proposals, alerts and information across all devices.

Other solutions compatible with Adviser Workbench:

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