Adviser Matrix Home
Adviser Matrix | Global  
Adviser Matrix Home
Affiliated Sites:

IMPORTANT: Chinese New Year Eve Early Cut Off Arrangement. Details please click here.

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.
For a 30 Day Free Trial, click here.
This site is best viewed using Internet Explorer 5.5 & above in 1024x768 screen resolution.
By using these web pages, you are deemed to have read and accepted our disclaimers. © 2009. All Rights Reserved. Reg. No. 200007899C