In the financial advisory business, service is the lifeblood. To provide your clients with outstanding service and astute advice, you have to grapple with massive client information in order to decipher your client's needs and wants so that a comprehensive financial plan can be devised and regularly reviewed. On top of that, you are faced with the time consuming administration and compliance that entail from the formulation to the execution and monitoring of the financial plan. This means that you have less time to spend with your clients and prospects. The opportunity cost is the potential revenue lost.
Introducing Adviser Matrix, the end-to-end solution that integrates the entire financial advisory business workflow onto a single platform. From Fact Find information capturing, CRM and insurance management to portfolio management and straight-through transactions, Adviser Matrix aids you in your entire sales and advice process, ensuring that your service standards remain top-notch as your clientele grows.
Adviser Matrix is built on the latest .NET technology platform and the intuitive interface is designed with the user-friendliness of a webpage in mind. The features have been developed through extensive market research with experienced and successful finance professionals across diverse wealth management sectors. We have identified critical areas to run a successful advisory business and have built a solution that brings you convenience and creates more time so that you can focus on your core competency- building strong long term client relationships by providing great service and advice.