Track all new opportunities against current and prospective clients. Enter advanced cashflow projections with probabilities of success. Track opportunities won and lost.
Easily onboard clients with the ability to adhere to compliance rules set up by the firm. Our compliance module lets you define the status managment levels you require to be conformant with a full aduit trail. Automate your KYC specifying rules for AML and CFT.
Our ApprovalFlow engine lets you define the rules required in your organisation to ensure proper 4-eyes (or more) are applied to all critical data points. This can be anywhere from onboarding a client to a Wealth Manager approving a Statement before is is available for a client.
Our powerful DataView Data Lineage fabric has adaptors for most of the common service providers of your clients. We automatically source, validate, transform and revalidate into a common format which is then used by the client, wealth managers, finance and senior management for insights, reporting and client statements.
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 cashflow into and after retirement. Model shortfalls, set goals or create derived WhatIf scenarios.
Using the Task Manager, you can streamline your entire business by making everything a task. These can then be assigned and tracked to deliver efficiencies and enhanced service to your client. Never forget anything that need to be done. Set custom due dates per task type.
Client Servicing / Family Office
Our client servicing modoule 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. Bubble client statements into Family statements. Organize one way views from Family to Trust so trustees cannot view private famiy data.
With out DataView Validation engine, you can have peace of mind that your client data is continously being validated against a robust set of rules. Each data source will have thier own set of data 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 by management for Wealth Managers to target client groups and sectors with new Products and Offerings. Set total amounts at firm level and let the Wealth Managers subscribe until the capacity is reached. Track clients who were interested for 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 easily be generated from a number of built-in and custom templates and can be mass emailed and/or made available on the Client Portal.
Investment Management / Reporting
Since this is the single view for the client, from his insurance and fund investments to his complex derivatives and private equity to his fine art collection and rare books, a vast range of modelling can be performed in one place. Model complex heirarchies of accounts into Portfolios across linked clients like households or groups of companies to get consolidated views. Create customs views and reports to automate regulatory or management reporting, saving hours of manual work.
Using the portal via web or mobile, your client can interact with their assigned team, view their data or use many of the self service options.
Using service provider data we automatically validate all fees and then allocate to the relvant parties based on the definied 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 HR.
DataView Wealth makes the user experience a lasting one by making sure that they are well looked after. From the Task Manager ensuring delivery of all outstanding tasks to the ease of use of the client portal, the client can rest assured they are in the best hands
Switch between funds within minutes with out automated fund switching module. No more paperwork and waiting 3-5 days.
Multi tenant rebranding
Creat multiple channels for your IFAs, allowing each to brand independantly to provide familiarity for the clients, while you gain the advantage of consolidated reporting and compliance.
3rd Party Integration
We plug into a number of third party applications as both plug-ins into DataView WealthTM as well as upstream and downstream providers.