The Advisor-led Wealth Management solution builds a bridge between the advisor's dashboard and the customer's investment account. It enables advisors to hold more interactive discussions on portfolio investments and the impact of customizing the asset allocation mix.

Empowers advisors to service the needs of more customers. Puts tools in the hands of your investment consultants to accelerate their business. An integrated system facilitating dynamic interactions with customers while reducing operational friction in order management and account maintenance.

Key Solutions Benefits:

• Reduce customer meeting preparation time

• Integrate workflow for customer servicing before, during and after the meetings

• Enhance customer satisfaction through intuitive digital access

Advisor-led Wealth Management

by Quantifeed HK Limited