Elite Wealth Solutions service makes a Wealth Manager's life easier!
It is a system that helps you to maintain CRM and investment data for your clients, analyse their cash flow needs and provide them with state of the art regular reports that are customised with your company colours and logo.
Elite Wealth can be utilized to consolidate information from various sources onto one platform, providing a single client view facility.
Whether you are an independent advisor or a corporate, our solution will suit your needs.
Contact a sales representative to arrange a demonstation.
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FinaMetrica Alliance
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The FinaMetrica risk profiling system is a low-cost, quick and user-friendly way to gain a more insightful understanding of your clients' financial risk tolerance - attitudes, values, motivations, preferences and experiences - and to meet common and regulatory law know-the-client and duty-of-care obligations. FinaMetrica is the world’s first system to meet internationally accepted psychometric standards for risk tolerance testing.
Elite Wealth clients are entitled to receive a 20% discount off FinaMetrica’s annual subscription. View special subscription offer for Elite Wealth users or Register for your FinaMetrica 30 day free trial - and select "Elite Wealth" from the selection in the "Alliance" field.
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Elite Wealth training
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Contact us for our next available training sessions or if you have specific training requests.
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19 July 2012
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Elite Wealth Release:
View the full release notes
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Read more about these and other news items.
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