About Us
Manage My Money is a reseller for the SVX Group. SVX (Secure Value Exchange) provides Accountants, Advisers & Financial Planners the ability to see a centralised, consolidated view of all their client’s financial affairs in real time.
The SVX Group have developed a patented software solution that enables the collection of data and files to form a consolidated view of a Private Client’s or Business Client’s financial affairs. The benefits of having a consolidated view of financial affairs, is that by having all of this material in one place, it enables the easy provision of a range of financial and business services.
The added value to your practice is that both parties see the same dashboard, and use the real time data as a guide to help form strategic goals and formulate a financial journey.
In a crowded marketplace you need to give your clients more value and help them take advantage of opportunities as they arise, while also meeting their challenges more easily.
With the SVX Platform you can act faster by having all of your client’s documents and data in one secure online vault. This means you can more quickly complete applications and secure that ‘sale’ – which is important in a tight market.
If you want to revamp the way in which you engage with your clients, please contact us today on the details below.
Centralised Personal and Business financials
One solution for managing your clients’ personal and business affairs all in one place.
Integrated Wealth Management for Advisers
Integrated and consolidated view of all your clients financial position in real time to better manage clients’ affairs.
Advise clients using real time data
Automated feeds from banks, superannuation, property, share portfolios, accounting software platforms, etc.
Drive revenue and growth
Increase your share of wallet by offering a one stop shop solution for all your personal & business clients.
Intelligent customer engagement
Increased client engagement by providing your clients access to a secure online portal showing their full financial position in real time.
Stay ahead of the competition
Increase your value proposition and differentiating your Practice from your competitors.
The Adviser Dashboard
The Adviser Dashboard helps Advisers understand their portfolio of clients, manage their commitments and become proactive in delivering client value.
For more information, click on the Adviser Dashboard link.
The Personal Dashboard
Strengthen the Adviser-Client relationship and create client stickiness by providing your clients with a full view of their financial position in real time.
For more information, click on the Personal Dashboard link.
The Business Dashboard
Provide your business clients with a full view of all their business’ financial position, risks, opportunities and alerts individually and/or as group in real time.
For more information, click on the Business Dashboard link.