We are living in a digital world and that manifests itself in almost every aspect of modern life, including the financial sector. If you are a financial adviser and you are looking for ways to improve the services you offer your clients, this article highlights the many features of a cloud-based solution.
Interactive client presentations
If you would like your clients to enjoy an enhanced experience, you can create interactive presentations for your many Australian clients, which enables you to:
- Save time when preparing for client meetings.
- Develop client understanding with easy-to-understand presentations.
- Make best use of time to build client engagement, rather than spending time creating presentations.
- Transform client value proposition.
When you have an online engagement with a client, you can consolidate asset allocation and performance against benchmarks, while also bringing contributions and withdrawals into the interactive presentation. The cover page can be personalised, adding in specific client details such as investment objectives and when the meeting is over, simply convert the presentation to a PDF file and email it to the client.
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Supporting client needs on their wealth journey
Using a cloud-based wealth management solution, you can support client needs as they embark on their wealth generation journey. A large variety of investment options are integrated into the menu to give you flexibility when helping clients advance their wealth generation; the hub is designed by financial experts for advisers and it incorporates many powerful features that can be integrated into their account effortlessly.
SMSF access
Using the online tools, your clients can manage their SMSF without the high costs of traditional SMSF management. Your clients can manage their own SMSF, giving them maximum flexibility and this empowers clients in so many ways. Taking control of your super at an early stage can lead to better investments and with a top financial adviser in your corner, things should improve.
Access from any location
The great thing about a cloud-based system is you can access your data from any location using any digital device, which is ideal for the travelling adviser who visits their clients in their offices; you can effortlessly bring up a client presentation. No more worrying about whether or not you have the files on your laptop, as your cloud is available to you from any location on the planet.
If you would like to learn more about cloud-based solutions for your clients, start with a Google search to locate Australia’s top cloud-based platform and check out the amazing features that are available. The developer works tirelessly to add powerful features that enhance the relationship with your clients.
The developer can easily set up a free demo that shows you how the system works and the many features available. You have the full support of the development team, who are on call 24/7 to ensure that you enjoy a trouble-free experience.
