Modern Practice Management for International Financial Advisers
A unified platform built specifically for offshore and expat Independent Financial Advisers.
Comprehensive CRM with client profiles, communication history, document management, and relationship tracking tailored for international advisory practices.
Real-time portfolio tracking with multi-currency support, asset allocation analysis, performance benchmarking, and automated valuation reports.
End-to-end commission tracking from provider statements to adviser payouts. Automated reconciliation, split calculations, and transparent reporting.
Built-in compliance checklists, risk profiling, suitability assessments, and audit trails. Stay compliant across multiple jurisdictions effortlessly.
White-label client portal giving investors secure access to their portfolio valuations, documents, and communication with their adviser.
Goal-based financial planning tools with projections, retirement modelling, and what-if scenarios to deliver comprehensive advice to clients.
Explore the interactive prototype with sample data across all four user roles: Master, Subscriber, Agent, and Client.
Try the Demo