Strengthen the Adviser-Client relationship and create client stickiness by providing your clients with a full view of their financial position in real time.
Everything in one place
- Automated feeds from banks, superannuation software, property, share portfolios, etc.
- Store personal data, documents and financial information in real time
- The ability for your clients to engage with their key relationships e.g. Lawyers, Executors, Family, Insurance and Mortgage brokers etc.
- Budgeting of income & expenses
- Budget vs actual analysis
- Net worth analysis
- Financial goal setting
- Dynamic Debt reduction plans
- Prepare for Estate Planning
- Exchange Hub: Use data, documents and financial information to facilitate life and business transactions, such as securing a new loan, applying for insurance or executing a contract.
- Smart Centre: Help your clients understand their financial position and how to drive wealth and business growth.
- Integration: SVX partners with leading data providers to ensure that your client’s information is always up to date.
Pricing: please contact us for more information
Accountants and Financial Planners
Are you ready to transform how you engage with your clients?
Get in touch with the experienced team at Manage My Money Group on +61 400 858 190 or click on the button below.