We have a long history of developing innovative software tools for financial planners, from standalone asset allocation and portfolio modelling, portfolio review tools, information portals, and our flagship software for financial planning business, FORCe software.
Our software supports the provision of cost effective, scalable advice, enabling you to add value and maximise client opportunities.
You’ll be able to deliver and manage all your advice propositions in one place, meaning you can provide advice and respond quickly wherever you are. Everything from fact finding to execution is faster and more efficient.
You can illustrate the benefits of your advice visually and get your recommendations into effect faster and more efficiently.
Today’s clients expect engaging digital and face-to-face elements. FORCe lets you deliver scaled, multi-channel advice across all your channels for an exceptional client experience.
Knowing your clients and delivering great service that consistently meets their expectations is easier when you have a single shared view of your client information and activities.
Complete CRM functionality with a single software system gives you a better understanding of your clients and helps you identify more advice opportunities.
A full range of client engagement tools enable you to deliver an integrated, multi-channel service that’s not only fast and efficient, but available on-demand and in real-time from any device.
Whether your clients’ portfolios are simple or sophisticated, managing them is easier and more efficient when you can do it all in one place.
The portfolio management functionality within our software solutions gives you everything you need to manage your clients’ portfolios effortlessly. With real-time data both you and your clients can access, you’re always up to date while the impressive visual modelling tools ensure you’re always adding value by delivering the best outcomes for your clients.
With smart practice management functionality and tools, you can effectively manage every aspect of your advice firm.
A fully integrated and flexible solution supports your client engagement, workflow, staff, revenue management and reporting, and regulatory compliance, while automating tasks to save you time and money.
Give your clients secure mobile access in your own branded range of mobile and web-based interfaces. It’s everything you need to deliver your private wealth offer, together in one place.
Keep pace with changing client and regulatory expectations:
With solutions designed to meet the broad demands of modern wealth management, you can have your portfolio management, order management, advice, client management and your compliance and administration processed supported in a flexible, proven, multi-asset system.