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Holistic Wealth Management
A next-generation digital wealth management platform that empowers advisers and firms with automation, superior client engagement, and seamless remote interactions.
Holistic Wealth Management/Advisory business model is one where Advisers serve customers taking into account their entire financial and personal circumstances. Here we are talking about reinventing the old high touch business model for the digital age through superior client portal digital experience and automation of many Adviser tasks, such as onboarding, advice report generation, portfolio building and monitoring, to name a few. This business model is primarily for Wealth Advisory and Investment firms or even Product Providers who want to distribute their products through Advisers and Intermediaries in a B2B2C model as a sales enablement tool.
There is a growing recognition that the next generation coming into wealth will have different needs and expectations around service provision. They will want a different high-touch service level combined with digital that is enabled over the channel of their choice and at the time of their choosing. Going digital was an ongoing issue before Covid19 but has been pushed sharply into the spotlight as advisers and clients alike needed to find new ways to connect remotely and seamlessly engage quickly.
The firm’s adviser needs to be given equal importance in providing a modern practice management and financial planning software that offers superior flexibility in terms of interface, communication, functionality and automation wherever possible. Our digital tools will allow them to focus on the activities to add value and work towards having a deeper relationship with the clients. We think the need to provide digitalisation is overwhelmingly clear. The successful wealth managers of the future need to consider how to meet clients’ needs and free up their advisers to provide customisation and value-added services with superior client engagement.
More Than Just Business Solutions
Certified for ISO 9001:2015 and ISO 27001:2013, ensuring robust quality and security standards.
We develop our solutions in-house, providing swift training and support with full knowledge.
Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.
Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.
Our flexible technology enables custom digital propositions to help clients differentiate.
Independent and employee-owned, focusing on long-term partnerships and client success.
We innovate and support clients' digital strategies from planning to execution.
Providing ongoing, personalised support and continuous platform enhancements for clients.
Certified for ISO 9001:2015 and ISO 27001:2013, ensuring robust quality and security standards.
We develop our solutions in-house, providing swift training and support with full knowledge.
Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.
Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.
Our flexible technology enables custom digital propositions to help clients differentiate.
Independent and employee-owned, focusing on long-term partnerships and client success.
We innovate and support clients' digital strategies from planning to execution.
Providing ongoing, personalised support and continuous platform enhancements for clients.
Certified for ISO 9001:2015 and ISO 27001:2013, ensuring robust quality and security standards.
We develop our solutions in-house, providing swift training and support with full knowledge.
Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.
Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.
Our flexible technology enables custom digital propositions to help clients differentiate.
Independent and employee-owned, focusing on long-term partnerships and client success.
We innovate and support clients' digital strategies from planning to execution.
Providing ongoing, personalised support and continuous platform enhancements for clients.
Digital-First Wealth Advisory
A modern platform transforming traditional wealth management with cutting-edge digital tools, enabling advisers to provide a seamless omnichannel experience.
Adviser-Centric Automation
Automation of essential adviser tasks such as onboarding, advice report generation, and portfolio monitoring to enhance efficiency and client engagement.
B2B2C Distribution Enablement
A scalable solution for investment firms and product providers to connect with advisers and intermediaries, facilitating seamless product distribution.
Future-Ready Client Experience
Meeting the evolving expectations of new generations with a high-touch service model enhanced by flexible, on-demand digital interactions.
