Collaboration

The Collaboration app is a collaborator between the financial advisor and client. It acts as a knowledge-sharing platform between financial advisors and clients that allow smooth interaction. Its dynamic features organize the portfolio insights efficiently and keep the track of information which helps in taking quick decisions.


This platform comes with various features:
• Sessions: a tool to create a group of related portfolios, clients or consolidations.
• Dashboard: an interactive overview of world market data.
• Portfolio Summary: an abstract, with an overall view of your portfolio.
• Assessments: a tool to assess and analyze the risk profile and knowledge and experience of the client.
• Instruments: App provides complete detail about various financial instruments ranging from their values to performances.