While you’re looking after your clients, whos looking after you? When you are looking after your clients, do you have the best tools to do so? DataView Wealth manages all the aspects of your practice. Be empowered to service your client more effectively. more info

We run daily screening on all clients. We match against an ever growing set of lists, including politically exposed persons, heads of international institutions, sanctions, and criminals watchlists. View the results, mark them as false positive or valid, and view the effects on the client record. more info

Our ApprovalFlow engine lets you define organizational rules to ensure proper 4-eyes (or more) reviewing has applied to all critical data points. From a client onboarding to the wealth manager approving their statements. more info

Using the task manager, you can streamline your business by making everything a task. Tasks can be assigned and tracked to enhance your client services. Never forget anything that needs to be done using due dates per task type. more info

Easily onboard clients with the ability to adhere to compliance rules set up by the firm. Our compliance module lets you define the status management levels you require to be conformant with a full audit trail. Automate your KYC specifying rules for AML and CFT. more info

Track all new opportunities against current and prospective clients. Enter advanced cashflow projections with probabilities of success. Track opportunities won and lost. more info

Our powerful DataView Data Lineage fabric has adaptors for common service providers. We automatically source, validate, transform, and revalidate into a generic format. This data is then used by the client, wealth managers, finance, and senior management for insights, reporting, and client statements. more info

Define prospective client financial needs with our Quick Calcs and Expense Analysis, or create a full LifeTime Cashflow Analysis Plan using their existing accounts and additional data to model their assets and cash flow into and after retirement. Model shortfalls, set goals, or create derived What-If scenarios. more info

Our client servicing module enables your admin staff to have their finger on the pulse of your business. Manage complex entity relationships and interlinking with our client linkage module. Combine client statements into family statements. Organize one-way views from family to trust so trustees cannot view private family data.

With the DataView Validation engine, you can have peace of mind that your client data is continuously validated against a robust set of rules. Each data source will have its own set of validation rules, and the consolidated data is then re-validated using a common set of validation rules, all monitored in real-time.

Financial Campaigns can be created to target client groups or sectors with new products and offerings. Set total amounts at the firm level and let the Wealth Managers subscribe until the capacity is reached. Track clients interested in future campaigns.

Track all client meetings, documents, and notes, whether they are ad-hoc or annual reviews, and sync with Outlook, iPhone, and Android.

Client Statements can be generated using a number of built-in and custom templates. The statements can be mass emailed and are available on the client portal. more info

You have a single view of a client, from his insurance, and fund investments, complex derivatives, and private equity to his fine art collection and rare books, a vast range of modeling can be performed in one place.

Model complex hierarchies of accounts into portfolios across linked clients like households, and groups of companies to get consolidated views. Create customs views and reports to automate regulatory or management reporting, saving hours of manual work.

Use the portal via web or mobile. Your client can interact with their assigned team, view their data, or use a variety of self-service options.

Using service provider data we automatically validate all fees and then allocate them to the relevant parties based on the defined fee split rules. This allows your Wealth Managers to have a real-time view of their revenue as it happens and after payouts have been deducted.

Management official document versions for your clients like identity, bank statements, directors lists, etc. Management department libraries for common templates across service providers and human resources.

DataView Wealth makes the user experience a lasting one making sure that they are well looked after. From the task manager ensuring delivery of outstanding tasks to the ease of use of the client portal, the client can rest assured they are in the best hands.

Create multiple channels for your IFAs. Allow each one to brand independently providing familiarity to the clients, while you gain the advantage of consolidated reporting and compliance.

We plug into a number of third-party applications. Either as plug-ins into DataView Wealth^TM or as upstream and downstream providers. more info

You can also register you own Endpoints. They can be custom, for Compliance Tracks (for example OnApproved, please call back into our trading system and create an account) or they can be for specific hooks for our Payments and Corporate Action Elections modules.