Access seamless multi-asset digital transaction, placement, execution & reporting!

Key Benefits

A revenue share model based on 360 degree partner engagement

Product listing

Goal Planning

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Credit solutions

OMS (transaction portal)- Digital transaction placement and execution.

CRM (Birthdays, Anniversaries, meetings, tasks etc.).

Family wise Basic reporting with Capital Gain/ Loss , Corporate action.

Customised model portfolio and product selection engine via RAQ journey.

Consolidated multi asset and multi pro -duct reporting dashboard (manual admin screen access).

Multi advisor "held away" portfolio reporting (manual admin screen access).

Multi asset Held Away reporting (CAS & manual Admin screen access).

Consolidated Dashboard (manual Admin screen access).

Investment reckoner (manual Admin screen access).

Scheduler (manual Admin screen access).

Loan Dashboard (manual Admin screen access).

Real estate dashboard (manual Admin screen access).

Asset register (manual Admin screen access).

Generate portfolio Quants & Analysis

Enable IPS guardrails aligned portfolio tracking- Basis risk and return profile.

Liquidity and cash flow insights

Product & proposal scanner - Insights on products or investment proposals offered by third parties.

Hyper personalized portfolio review presentations.

Access up to date market intelligence for meaningful engagement - Views on economy, sectors, events.

Dedicated support from a qualified and experienced Investment councellor.

Dedicated Operations & service support.

Access value added services - Delivered by associated third party service providers.

Estate & succession planning services.

IPS (guardrails for portfolio management).

Immigration consulting