Private banks are facing a turning point; how to capture the largest generational wealth transfer in history while dealing with new digital natives competitors and increasing regulatory pressure.
EnvestBoard offers an end to end platform co-created with private bankers to increase advisor value and gain efficiencies for the three key stages of financial advice: building, explaining and tracking.
– Easily create customized portfolios to meet client needs
– Industrialize portfolio tracking
– Accompany and follow the sale of the portfolio
Build And follow robust guidance in line with your client's need.
– Simplify and personalize the explanation of the advice through illustration
– Suitability report
Simplify your consulting to increase your education and sales.
– Perfect your client’s experience
– Adequacy of the risk profile of the portfolio and client
Simplify, justify, map out your advice proposals.