Client Relationship Management for Wealth Management Companies and Financial Advice Firms.

This platform is for demonstration purposes only. To gain access you will need to register first, and then have your account approved by one of our team.

There are a number of important reasons why My Wealth can help your organisation. It is fact that digitally mature organisations perform better. By engaging your clients digitally, you can ensure that their customer experience is consistent, accurate and timely.

My Wealth helps

  • Capture and classify greater volumes of client data at the point of first contact
  • Increase client engagement through data ownership and data verification
  • Route client interaction through multiple processes more effectively
  • Ensure client data accuracy and reduce manual human handling
  • Systematically track documents and data from first creation to final archive
  • Support compliance management and compliance reporting
  • Provide opportunities for developing a holistic client relationship

Business owners are able to support management teams as well as drilling down into the data provided by individual advisors. My Wealth provides business owners with a bird’s eye view of data and client engagement, right across an entire organisation.

Because the financial services industry is information-intensive, My Wealth automates real-time adviser and customer interactions. My Wealth is delivered via responsive web-based technologies and provides an interactive communication channel, which can be made available on multiple devices and is entirely white-labelled.