Power of Predictive Analytics Enhances Adviser Value
- All key and important data assembled in a customised dashboard design where all information is accessible.
- Each fund is monitored and updated driven by virtual robotics and internal workflow processing.
- Automated communication with the adviser where an action is required.
- Predictive analytics designed to provide information that allows advisers to fully engage and add more value to the client relationship.
- Interactive service centre – directly communicate with the assigned fund accountant.
Preset Super
