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Adviser Matrix is the industry standard software solution for the financial advisory firms designed by Verve Technology. Adviser Matrix enables you to leverage on:
- Industry-leading CRM
- Active portfolio management
- Straight-through portfolio rebalancing
- Automated reports
- Life and general insurance management
- Electronic transactions with iFAST platform
- Real-time consolidated iFAST holdings valuation and fund price feeds
- Data importing
- Financial needs analysis
- Internal Rate Of Return (XIRR)
- Historical Fund and Portfolio Performance Analytics
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Information is utilized across different business functions, from CRM to straight-through transactions and financial needs analysis, hence minimizing data entry and errors. As a result, you can devote more time and resources to grow your financial advisory business efficiently and manage client relationships better- and less time managing technology, data and IT staff.
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To find out more about Adviser Matrix, click here
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If you are an existing Vexist Inxure user, please go here.
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For a 30 Day Free Trial, click here.
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