uAdvise^®

 

Enjoy comprehensive client relationship management

uAdvise^® offers a real-time collaboration platform designed using input from successful wealth managers. uAdvise serves the needs of financial professionals that provide services to mass-affluent and high net-worth clients.

 

Financial advisors are provided with a dashboard to better manage clients' financial lives with the ability to share all financial information for goal planning, asset allocation, liability management, portfolio tracking and rebalancing.

 

This innovative service is a simple, powerful tool that significantly improves financial institutions' ability to lean about their customers and offer appropriate service based on their preferences, it expands advisor-client relationships, ongoing communications and staff productivity. The private branded dashboard allows you to analyze client information to help you make important recommendations that keep clients on track with their financial goals.

 

Features of uAdvise

Manage all internal/external accounts

Manage all online and offline assets

Gather client preferences to build personal profiles

Visually showcase goal planning, asset allocation, portfolio tracking

Use real-time analysis of plan versus actual performance

Set goals, monitor performance, rebalance and make recommendations

Implement recommendations

Make clients financially smarter

Easy data and documents sharing among family and financial advisors

Integrate to real time trading platform

Integrate to third party services as needed

 

uAdvise Clients Benefits

Simple financial management - Available anytime, anywhere

View all data on one page: assets and liabilities

Store and share data and documents in a safe venue

Link all internal and external accounts

Secure virtual password vault

Better communication with advisor and improved confidence

Provided with appropriate products and services offerings

 

Financial Institution Benefits

More assets under management

Improve client retention and satisfaction

Track advisor performance

Better cross sell and up sell capabilities

Powerful data analytics

Improve productivity and quality of advise

Improve understanding of customer base

 

Comprehensive Document Management Tool

This state-of-the-art solution also includes uDocument^®, an extensive document management platform designed to help establish financial objectives and manage the exchange and storage of documents for important information in a secure electronic vault.

 

With uDocument, you can:

Conveniently manage and securely exchange documents with clients

Set reminders for follow-ups, modifications, etc.

Establish financial profiles and objectives in uAdvise

Securely store documents, such as will, financial plan, estate plans, etc

 

By exchanging financial information with clients through this secure document vault, you will be able to gain both the confidence and loyalty of your customers. Fully integrated with uAdvise, this document management system will part of your relationship management service for all your customers

What can uAdvise can help financial advisors?

Try This Combination

uAdvise works well with uTransfer^®, the online account-to-account transfers and person-to-person payments service to offer convenient ongoing money movement capabilities for your customers

For more information or to set up a demo, click here