Search no more for a tool that brings the data to you!

 

The Intelligent Advisory is more than just another financial platform - it's the next upcoming reliant tool required for every relationship manager with a large quantity of clients.

The platform crushes big data generated from Thomson Reuters to deliver actionable and rational advice at your finger tips. The intelligent tool is a one-stop dashboard that displays relevant investment ideas for every client’s portfolio. 

 

Build client relationships, spend less time on administration

Your clients are your prioriety while you are ours

1. Customisable Placement

Custom the platform for your investment process, and alerts to react faster to an ever-changing environment

2. Live Product Information

Stay updated with real-time talking points on relevant investment strategies. 

3. Market and House Views

Gain access to news, graphs characteristics of stocks, and market & corporate house views fed by Thomson Reuters

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Case study

Enhancing the Productivity

The Challenge:

Crossbridge Capital has evolved from a provider of traditional private banking services to High Net Worth (HNW) clients to a fully integrated financial services platform offering bespoke solutions to entrepreneurs and families in Emerging Markets worldwide. They were looking to extend their business model into a pure digital offering, while leveraging the exclusive products and unique insights Crossbridge are known for.

 

Our approach:

A real-time data on market events to client portfolios through a proprietary ranking algortihm, producing instantly actionable and relevant investment ideas. The platform empowers RM to have more insightful conversations with clients, improving the productivity and ultimately client satisfaction.