The future proof advisory tool is here
CENTRICITY Working in one environment enables the generation of reports with one click while having everything in one place provides you with the opportunity to focus on your clients.
A NEW WAY TO YOUR
REVENUE STREAM We have already integrated a payment system to support the subscription model. This is one of the ways the platform provides the opportunity to create a recurring revenue stream.
SIMPLE TO USE
NEW TECHNOLOGIES No more paperwork that needs to be filled out by the client personally. Having everything in one program means only one thing: no dependency on emails, hard drives, or backups. Machine learning, AI, decision support ... all of this is possible when the data are stored in the right way.
Our all in one platform offers a digital advisory experience
Manual data Entry
Hand written profiling
Paper data gathering
Documents and paper analyzes
Little to no Control
Middle and Back Office
Digital Account Aggregation
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.
- New generation 360° advisory and reporting solutions (tools)
- A financial planning tool with a personal goal
- Automated process
- Total control
- Updated connections according to PSD2
- Account aggregation
- Automated invoicing and payment
COMMUNICATION & CONNECTION
- Direct automated messages and advice can be sent to clients
- Portfolio overview and an easy invest feature available for clients and advisors
- The possibility to interact live with the advisor or the platform
- Fiat and Crypto connectivity in one place
- 24/7 online communication inside the app between the platform, advisors, and clients
- A web platform for your company’s onboarding, sales, and communication
- Interactive customer profiling
- Financial calculators
- More effective time management, for more clients
- Integrated crypto wallet
- Up to 24-hour support by platform admin
- We help to connect to a broader customer base
- We assist the client up to the account opening phase
Using our software, you will also get the opportunity to upgrade your existing business with:
- A new revenue stream: The platform provides you with the opportunity to create a recurring revenue stream
- New technologies: Machine learning, AI, decision support … all of that is possible when the data are stored in the right way
- Scale: Selling services based on actual hours cannot be scaled. So, as time is limited, they can digitalize processes and get some of their time back.
- Millennials: In 2020, they will start earning money, and the estimate of their earnings will be €20 Tn and 84% of them will seek financial advice.
- Customer centricity: Working in one environment enables the generation of reports with one click, while having everything in one place provides you with the opportunity to focus on your clients.
Your financial independence navigator
ALL YOUR ACCOUNTS The MR Portfolio puts all your investments in one pie chart, enabling seamless connections to all your accounts, updated in minutes.
TRUSTED ADVISOR You will be connected directly to your advisor in a built-in communication center, who will offer you a wide variety of services that are payable on the go or based on a monthly subscription fee.
TAKE CONTROL OF
YOUR PERSONAL FINANCES With the MoneyRebel application, you will be able not only to track your assets, but also to manage your money simpler than ever, all in one place.
Effortlessly connect all your accounts
Connect your bank and your crypto account
Enjoy a 360° financial overview
3VD System™ for Managing Money
Emergency fund - for unexpected expenses
Wallet -for daily consumption
Join your trusted advisor and start your journey to financial independence
Secure communication module