TURNING INVESTMENTS IDEAS INTO INTELLIGENT CONVERSATIONS
Intelligent Advisor helps you make better investing decisions by providing actionable insights from automated scoring algorithm presented in everyday conversational text and clear visualizations.
More relationship building. Less number crunching
Improve your bankers’ delivery with a one-stop dashboard that compiles the latest and most relevant investment ideas
Deliver rational and actionable information quickly with Intelligent Advisor’s own talking points generating algorithm
Minimize time spent on research and focus on building better relationships with customers
A smart financial dashboard packed with intuitive features
Automated Security Scoring
Personalize the platform
Automated Talking Points
System Process Flow
Suitable for these Industries
Empower your financial advisors with a dashboard trusted globally
Spend less time crunching numbers and more time understanding the bigger picture.
Spend less time crunching numbers and more time understanding the bigger picture.Intelligent Advisor accurately gathers, analyses and displays data in a unified financial dashboard that makes it easy for your advisors to do what they do best. The platform also benefits clients, allowing for smooth communication of high-quality stock insights, investment opportunities, portfolio summaries and more with minimal manual input from advisors.
Tell us what you need and when you need it, and our experienced team will come to you with a fully customisable Intelligent Advisor financial dashboard built to effortlessly complement your service offering and boost client satisfaction.