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Adviser Matrix is the industry standard software solution for the financial advisory firms designed by Verve Technology. Adviser Matrix enables you to leverage on:
  • Industry-leading CRM
  • Active portfolio management
  • Straight-through portfolio rebalancing
  • Automated reports
  • Life and general insurance management
  • Electronic transactions with iFAST platform
  • Real-time consolidated iFAST holdings valuation and fund price feeds
  • Data importing
  • 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.
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