ADVISOR USER

The future proof advisory tool is here

PUT YOUR CLIENTS IN CENTER

PUT YOUR CLIENTS IN CENTER

BE RIGHT TO THE POINT

BE RIGHT TO THE POINT

AGILE PLATFORM

AGILE PLATFORM
FOR AGILE ADVISORY

Our all in one platform offers a digital advisory experience

TRADITIONAL

Telemarketing
Face to Face Meetings
Data Gathering
Spreadsheets, Docs
Little to no Control
Middle and Back Office

DIGITAL

Digital Onboarding
Digital Profiling
Account Aggregation
AI-Based Tools
Total Control
Automated Process

Competing as an advisor today means integrating technology to save time and provide a digital advisor experience for future generations.
It’s time to evolve your business.

CONSULTANT
  • Advisor Marketplace
  • Advisor Ratings
  • Lead Generation with Free Checkup
  • Portfolio with 360° Overview
  • Connected Accounts
  • 3VD System™ for Managing Money
  • Communication Center
  • Personal Finance Register
  • Knowledge Center
  • Financial News Feed
  • Integrated Crypto Wallet
  • Clients Dashboard
  • Digital Onboarding and KYC
  • Automated Payments and Invoicing
  • Online Support
ADVISOR
CONSULTANT
+
  • Modular Investor's Profile Questionnaires
  • Modular Asset Allocation
  • Integrated Financial Calculators
  • Risk Simulations
  • Modular Planning Templates
  • Customizable Alarm Setups
  • Rebalansing Tool
  • Aggregate Views
CONFIDANT
ADVISOR
+
  • Tax Optimisation
  • Integrated Retirement Calculator
  • Modular Retirement Planning template
  • Modular Reports
  • Dedicated Account Manager

Be client focused and work in a better way

Your financial independence navigator

CONECT ALL

CONNECT ALL YOUR ACCOUNTS
FOR 360° OVERVIEW

COMPREHENSIVE

CHOOSE YOUR
TRUSTED ADVISOR

INVEST IN YOUR

TAKE CONTROL OF
YOUR PERSONAL FINANCES

When you have your finances sorted out, life is good! Let us help you on your way to financial independence!

All-in-one financial app
one app
GET YOURS app store goole play
"I believe that through Knowledge and discipline, Financial Peace is Possible for all of Us!"
Dave Ramsey

Effortlessly connect all your accounts

See all accounts in one place
Connect your bank and your crypto account
Enjoy a 360° financial overview

3VD System™ for Managing Money

Investment portfolio - for financial independence
Emergency fund - for unexpected expenses
Wallet -for daily consumption

Choose your trusted advisor and start with a free checkup

Easy onboarding & bank-level security
Rated advisors in a palm of your hand
Secure communication module
DOWNLOAD app store goole play
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