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Analytical tools, client management interfaces, financial planning and real-time data access, enabling advisors and bankers to offer tailored financial guidance efficiently
Advisor Desktop
Boost advisor productivity introducing business to the firm with a 360° client view and a new experience platform that automates information delivery, providing actionable insights
PRODUCT DETAILS
Key Features
– My Business
Access to book of business, asset allocation, list of clients, investment proposals with status, alerts dashboard, agenda
– Client & Portfolio View
Drill down to client view and assets, portfolio status and assets with client impersonation
– Digital Collaboration
Real-time remote collaboration with clients across all channels and devices through video-chat, co-browsing, instant messaging
– Client Risk Profiling
Client profiling through IDD, KYC, MiFID questionnaire, financial situation assessment and diagnosis
Key Benefits
- Improve productivity, reducing manual activities and waiting times
- Focus on development opportunities on high-priority customers
- Support decisions with appropriate personalised financial information
- Reduce complexity and speed up information delivery
CRM & CLM
Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution
PRODUCT DETAILS
Key Features
– Wealth Manager CRM
360° view of client data, investments, assets, relationship, document store and tracking
– Suitability Assessment
Real-time and bulk checks on customer portfolios according to regulatory requirements
– Reporting to Client
Reporting solution concerning the entire investment reporting process, providing control, accuracy and visibility
– Contract Management
Digital contract process including document composition, electronic signature, secure exchanging and archiving
Key Benefits
- Reduce complexity and proactively manage more clients through omni-channel processes
- Seamlessly orchestrate your marketing campaigns in one place and track their success
- Generate insights and KPI performance throughout the client lifecycle
- Increase advisor productivity and enhance process efficiency
Financial Planning
The Financial Planning Solution that takes minimal time to complete and focuses on engaging clients through meaningful discussions and needs analysis
PRODUCT DETAILS
Key Features
– Retirement Planning
Sophisticated solution engine for the management of clients’ assets with the aim of achieving their vision of financial independence
– Insurance Needs Analysis
Collecting the information needed to perform a detailed needs analysis. Identifying the lump sum and monthly needs of a client in the event of death
– Professional Reporting & Visualizations
Offering a report suitable for any situation, whether conducting an annual review, meeting with a prospective client, or presenting a comprehensive financial plan
– Decumulation Optimizer
Unbiased recommendation on how to reduce the risk of outliving money while achieving after-tax estate goals
– Proper Tax Calculations
Plan utilizes the current T1 tax calculations that are updated when there are legislative changes. For business owners, RazorPlan properly calculates the impact of RDTOH and CDA
Key Benefits
- Spend less time developing recommendations and more time engaging clients in meaningful discussions
- Improve client satisfaction by easily being able to provide them with better options in a more digestible way
- Clearly demonstrate the value you bring to clients with easy-to-read charts and reports
- Simplify a complex process to help your clients focus on what’s important
Advisor Desktop
Advisor Desktop
Boost advisor productivity introducing business to the firm with a 360° client view and a new experience platform that automates information delivery, providing actionable insights
Key Features
– My Business
Access to book of business, asset allocation, list of clients, investment proposals with status, alerts dashboard, agenda
– Client & Portfolio View
Drill down to client view and assets, portfolio status and assets with client impersonation
– Digital Collaboration
Real-time remote collaboration with clients across all channels and devices through video-chat, co-browsing, instant messaging
– Client Risk Profiling
Client profiling through IDD, KYC, MiFID questionnaire, financial situation assessment and diagnosis
Key Benefits
- Improve productivity, reducing manual activities and waiting times
- Focus on development opportunities on high-priority customers
- Support decisions with appropriate personalised financial information
- Reduce complexity and speed up information delivery
CRM & CLM
CRM & CLM
Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution
Key Features
– Wealth Manager CRM
360° view of client data, investments, assets, relationship, document store and tracking
– Suitability Assessment
Real-time and bulk checks on customer portfolios according to regulatory requirements
– Reporting to Client
Reporting solution concerning the entire investment reporting process, providing control, accuracy and visibility
– Contract Management
Digital contract process including document composition, electronic signature, secure exchanging and archiving
Key Benefits
- Reduce complexity and proactively manage more clients through omni-channel processes
- Seamlessly orchestrate your marketing campaigns in one place and track their success
- Generate insights and KPI performance throughout the client lifecycle
- Increase advisor productivity and enhance process efficiency
Financial Planning
Financial Planning
The Financial Planning Solution that takes minimal time to complete and focuses on engaging clients through meaningful discussions and needs analysis
Key Features
– Retirement Planning
Sophisticated solution engine for the management of clients’ assets with the aim of achieving their vision of financial independence
– Insurance Needs Analysis
Collecting the information needed to perform a detailed needs analysis. Identifying the lump sum and monthly needs of a client in the event of death
– Professional Reporting & Visualizations
Offering a report suitable for any situation, whether conducting an annual review, meeting with a prospective client, or presenting a comprehensive financial plan
– Decumulation Optimizer
Unbiased recommendation on how to reduce the risk of outliving money while achieving after-tax estate goals
– Proper Tax Calculations
Plan utilizes the current T1 tax calculations that are updated when there are legislative changes. For business owners, RazorPlan properly calculates the impact of RDTOH and CDA
Key Benefits
- Spend less time developing recommendations and more time engaging clients in meaningful discussions
- Improve client satisfaction by easily being able to provide them with better options in a more digestible way
- Simplify a complex process to help your clients focus on what’s important
