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SVX

SVX (Secure Value Exchange) – Interactive and Collaborative software to advance your clients’ Financial journey

SVX (Secure Value Exchange) – Interactive and Collaborative software to advance your clients’ Financial journey

SVX

by SVX Group Pty Ltd
SVX
SVX
SVX

What is it about?

SVX (Secure Value Exchange) – Interactive and Collaborative software to advance your clients’ Financial journey.

SVX

App Details

Version
1.1.0
Rating
NA
Size
17Mb
Genre
Finance Productivity
Last updated
December 5, 2018
Release date
September 21, 2018
More info

App Screenshots

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App Store Description

SVX (Secure Value Exchange) – Interactive and Collaborative software to advance your clients’ Financial journey.

The SVX Platform is a cloud solution using the latest technology for Advisers, Accountants and their clients where all end clients personal and business information and related documentation is consolidated into a single solution. This allows Accountants and Advisers to make on the spot financial recommendations and execute investment decisions in real time. End clients have an opportunity to get their affairs in order in advance and work alongside a number of their trusted entities (lawyers, executors, powers of attorneys’, etc). to ensure all parties are connected for seamless financial execution.

The SVX platform is securely linked to bank accounts, property valuations, superannuation and other integrated platforms to provide Advisers and clients with a holistic view of their overall wealth position in real time including document storage for faster and seamless wealth enablement transactions.

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