Simplify Your Advisory Business

Simplify Your Advisory Business By Going Digital


Leverage our digital platform and join hundreds of financial advisors that grew their business

Use our digital platform to scale your business and provide your clients with an easier way to work with you.


CONNECT was built for you:

We know administrative work for your clients can become overwhelming. So instead of managing them manually, let us help you streamline it to let you manage more accounts and service existing ones better.

Differentiate your product offering by building portfolios and journeys that better suit the needs of your clients.

Here are a few benefits:

private banking instant portfolio

Differentiate your product offering

Bespoke and engaging customer journeys customised to your needs

portfolio choices

Enhance your advisor efficiency

Various AUM split options available including reduced allocation for funds

Efficient custody

Protect your clients assets

Feel more secure with US SIPC insurance of up to USD$500K per account

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Engage with your clients more efficiently

Preferential custodian rates passed directly to the clients without any mark-ups

Let us show you how to leverage technology to grow your business.

Book your free demonstration today.

FAQs


Q. What is a robo-advisor?

Q. Who manages the client?

Q. What are the benefits of CONNECT for FA firms?

Q. Is there a lock in period for clients?

Q. How are advisors paid?

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