Adviser Matrix is the industry standard software solution for the financial advisory firms designed by Verve Technology. Adviser Matrix enables you to leverage on:
Active portfolio management
Straight-through portfolio rebalancing
Life and general insurance management
Electronic transactions with iFAST platform
Real-time consolidated iFAST holdings valuation and fund price feeds
Financial needs analysis
Internal Rate Of Return (XIRR)
Historical Fund and Portfolio Performance Analytics
Information is utilized across different business functions, from CRM to straight-through transactions and financial needs analysis, hence minimizing data entry and errors. As a result, you can devote more time and resources to grow your financial advisory business efficiently and manage client relationships better- and less time managing technology, data and IT staff.
To find out more about Adviser Matrix, click here.