uAdvise^®

uAdvise^® serves the needs of relationship managers, financial planners, advisors, consultants, agents, brokers, CPA's & private client managers that provide financial services to mass, affluent and high net worth clients. uAdvise^® is a simple, yet powerful private-labeled solution designed with input from financial service professionals to improve advisor-client relationships.

 

uAdvise^® allows financial professionals to get a total picture of internal and external assets and liabilities of a client account, bringing them unprecedented levels of client management capabilities and improving office productivity at a very affordable price. The service has been designed so that any group of financial professionals can have a private desktop to manage all of their clients.

 

When a financial consultant works with a client and develops a plan, they need information. Once they create the plan, they need to track it. uAdvise^® brings information in real time to the people who can do the most with the information. uAdvise^® provides internal and external account information with real time updates, providing easy collaboration between clients and advisors. This creates a consistent purpose for clients to visit an advisor's site and results in the account management paradigm being shifted - the expertise of financial consultants and the interests of consumers are now together. uMonitor allows both the client and advisor to monitor accounts and the system generates automatic alerts when certain conditions occur in their accounts.

 

Any financial professional can subscribe to uAdvise^® without having to go through expensive and time-consuming contracting and IT set-up. The proactive financial professional can go to the uMonitor site, subscribe to the service and get a personalized service that they, in turn, can offer to their clients. This simple approach can give the professionals tools and information that they can use right away to manage client accounts, generate reports and help their clients with their financial life. At the same time, this brings to the client the power of the world's fastest Account Management platform with the ability to simplify their online life with a single user name and password. Financial professionals can get this powerful service, personalized with their own information, for a low monthly subscription fee. No hassle, no extensive set-up, and no long term contracts to negotiate. The same powerful account management engine that large Financial Institutions invested millions of dollars in is now available to financial professionals with a few clicks. There is an institutional version of the service available as well, to satisfy the needs of the corporate reporting structures of large institutions.

 

 

What can uAdvise^® can help financial advisors? 

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