Manage your client relationships with built-in business intelligence.

CRM & Client Statistics
The Challenge

Advisors face a key dilemma when serving smaller ticket investors:

  1. Maximizing Value While Reducing Marginal Effort – Traditional advisory models are labor-intensive, making it difficult to justify extensive time spent on lower-value clients.
  2. Generating New Business at Scale – Expanding the client base without increasing workload is challenging, particularly in a competitive, cost-sensitive market.
  3. Enhancing Client Engagement – Smaller investors require timely, relevant insights to stay engaged, yet one-on-one interactions are often impractical.

The Solution: Advisor Dashboard for Scalable Advisory

A centralized Advisor Dashboard is part of the tool-set that solves these challenges by providing automated, data-driven, and personalized advisory support, integrated seamlessly with clients’ mobile trading applications.

Key Features & Benefits:

  • Automated, Timely Investment Insights – Deliver real-time, actionable information to clients at the ‘point of investment’ within their trading app, ensuring relevance and engagement.
  • Scalable Personalization – Utilize AI-driven analytics to tailor advice based on portfolio performance, risk preferences, and trading behavior, ensuring meaningful client interactions without additional workload.
  • Efficient Client Segmentation – Prioritize clients based on investment activity, enabling focused outreach while maintaining broad coverage.
  • Seamless Communication & Engagement Tools – Enable in-app alerts, notifications, and targeted advisory posts to keep clients informed and engaged.
  • Lead Generation & Upselling Opportunities – Identify high-potential clients who may be ready for premium advisory services, converting smaller ticket investors into long-term, high-value relationships.

By leveraging the Advisor Dashboard, firms can eliminate marginal time spent per client while significantly enhancing engagement, value delivery, and business growth.

Advisor Dashboard

Effortless investor synchronization & strategy management.

Managed via the Advisor Dashboard, we give you the tools to streamline client engagement by synchronizing investment strategies with Clients' risk profiles and goals. Advisors can create and manage model strategies, automate investment recommendations, and execute non-discretionary trades with a single action.

Feedback
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“The Advisor Dashboard has completely streamlined my workflow. It delivers real-time insights to clients at the point of investment, boosting engagement without adding to my workload. I’ve seen higher client activity, better conversions, and more efficient prioritization of high-potential investors. A must-have for scaling advisory services!”