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Adviser Matrix
Enterprise CRM On Demand + Desktop = Holistic Integrated Solution
Desktop
Adviser Matrix Desktop is an end-to-end software solution developed for financial adviser representative to access a comprehensive range of tools and client information to run his advisory business. Integrated with Enterprise CRM On Demand, information is downloaded to Desktop for offline access.
Desktop Key Features:
- industry-leading CRM
- active portfolio management with daily consolidated holdings valuation
- straight-through portfolio rebalancing
- automated reporting
- life and general insurance management
- straight-through electronic transactions with iFAST
- live data feed
- fund price update
- data importing
- historical fund performance charting
- portfolio back-testing
- internal rate of return (xirr)
- financial needs analysis functions and much more
Enterprise CRM On Demand
Adviser Matrix Enterprise CRM On Demand is a hosted CRM platform integrated with iFAST Financial and Adviser Matrix Desktop to provide a holistic solution for financial advisory firms.
Enterprise CRM On Demand Key Features:
- client contact management
- client activity management
- live sales productivity dashboards iTRACK
- communication centre with mass sms and email
- enterprise consolidated holdings
- customizable risk profiling and model portfolios
- documents management
- insurance policies management
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