Advisor Desktop solution is a one-stop shop to enable financial advisors to manage daily activities across the entire wealth management value chain. The Advisor Desktop solution shapes an organizations’ productivity strategy via integrating disparate data and systems with CRM solutions and core advisory systems/tools seamless to the end user and providing scalability in highly integrated environments. 

  • Integration with social media to support proactive prospecting
  • Beyond Client360 to maintain client trust through pro-activeness and improved advisor competency