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design your own personalised workflow to monitor
& enhance efficiencies.
design your own personalised workflow to monitor
& enhance efficiencies.
6+ Exceptional customisable services
Solutions & processes crafted to boost your business growth & improve client experiences while minimising time spent.
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our services
Examining the figures behind our growth: a detailed analysis of the key metrics driving our institution's success
350,000 Assets
In-depth analysis of stocks, mutual funds, ETFs, and trusts along with global market data & comparative indices.
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Client Management
Import, Sync & Manage
Import & sync clients from your systems or third-party services: for example, from Excel files or Intelliflo. Monitor real-time portfolio performance and provide clients with access to a personalised portfolio dashboard.
Dedicated communication tools and services to enhance client satisfaction.
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Unlock Performance
Grow AUM
Easily access all your clients, leads, priority actions, and monitor Assets Under Management and lead-to-proposal time-to-serve metrics. Enhance both your processes and outcomes with Wealth Analytica's support.
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Portfolio Builder
Connected Wealth Insights
Create and compare portfolios across 350k assets, including stocks, mutual funds, pensions, trusts and ETFs.
Create and export reports, performance tables and add personalised charts.
Save portfolios anonymously or associate them with clients.
Create and export reports, performance tables and add personalised charts.
Save portfolios anonymously or associate them with clients.
Explore all services with a free trial
Markets & Watchlist
Unified Wealth Intelligence
Manage your portfolios, assets & markets in one place with the latest customised and personalised financial news updates.
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