WealthElements Digital Advisor - Equisoft
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10.08.2017 to 22.08.2017
at P3

WealthElements
Digital Advisor

This digital, mobile-friendly, front-end platform is designed to help financial institutions efficiently develop a direct-to-consumer distribution channel.

Improve investor experience with a flexible online presence

WealthElementsTM Digital Advisor module is a secure, investor-facing robo-solution that provides investors with a personalized online wealth planning experience, by automating prospecting, data capture, onboarding and servicing tasks.

WealthElements Digital Advisor is available as a stand-alone solution or as part of the WealthElements Advisor suite, an integrated solution allowing robo-advisor support centre or “premium service” team members to build comprehensive wealth management plans for clients. Currently used by thousands of advisors worldwide, WealthElements leverages Equisoft’s more than 20 years of experience developing wealth-related tools.

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Key benefits for your business

 

Enhance client experience Enhance the overall value proposition in an environment of increasing fee sensitivity.
Increase productivity and improve operational efficiency Automate/digitalize many labor-intensive, paper-based and time-consuming tasks.
Expand into new markets Leverage cutting-edge robo-technology to penetrate new markets.

Position your business for future growth by targeting Millennials.

Uncover new opportunities by promoting online presence.

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Offer a robo solution… and keep the assets in your book of business

With the Equisoft WealthElements Digital Advisor solution, your firm retains assets under management, as opposed to referral arrangements offered through some robo platforms. The system’s ecosystem acts as a presentation layer over the existing back-office system, ensuring that all assets remain in your book of record.

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A complete investor experience

Many of today’s robo-solutions are limited to performing client assessment and onboarding. WealthElements Digital Advisor goes beyond that with an end-to-end investor experience that can include:

  • Client/prospect data capture (e.g. contact information, assets and liabilities, incomes and expenses)
  • Client assessment (net worth, cash flow, investor profiling, KYC – Know Your Customer)
  • Investment portfolio selection
  • Completion of account opening and transfer forms
  • Electronic signatures
  • Simple financial and insurance planning tools
  • Data aggregation functionality allowing the advisor to digitally collect information on all investor assets across multiple financial institutions
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Flexible licensing

The WealthElements Digital Advisor system features flexible pricing options to meet the different needs of financial institutions.

  • Available as a separate module or in combination with the WealthElements Advisor suite (for support centre or premium service team members).
  • Options include site license, scaled per user license or customized enterprise license models
  • Fixed-cost configuration and/or customization services available
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WEALTHELEMENTS DIGITAL ADVISOR

Automate prospecting, data capture, onboarding and servicing tasks to provide investors with a personalized wealth planning experience.

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