INTELLIGENCE
Powerful insights into trends, revenues and other KPI data
INTEGRATION
Connectivity services to external and internal platforms and systems
PORTAL
Feature rich and engaging digital experience for advisors and end customers
REPOSITORY
A centrally manged secure vault for a firms most valuable asset; its client data
Central to our solution is Blue Nova, a suite of components that together will transform the digital offering creating a panoramic ‘all wealth’ view for consumers, create a ‘golden source’ repository of client data, support stakeholders in the effective management of the business and provide the necessary cross enterprise communication needed today
WHO ARE OUR CLIENTS
Our suite of digital engagement solutions are designed for
Wealth Managers Offering Discretionary & Advisory Services
Stockbrokers
Consolidators
Platform Providers
