Most advisory firms focus heavily on processes and compliance. But what defines a firm in practice is the experience of using it?
In many firms, advisers move between multiple systems and clients receive fragmented communication. This creates inefficiency and inconsistency.
Modern firms design their operations around three connected environments:
– Governance (Back-office portal): provides oversight and control
– Adviser Portal: central working environment for managing clients and advice
– Client Portal and Mobile App: enables clients to access information and interact easily
The key is integration. Information flows seamlessly across all portals, creating consistency and transparency. This improves efficiency, enhances client experience, and strengthens control.
PlutoIFA has been designed around this integrated portal approach, with a strong focus on user experience.
PlutoIFA is built on Sage CRM and it is a software automating the tasks of multi-jurisdictional, multi-lingual advisory firms. It allows custom workflows that can adapt to the business model of the advisory firm. Out of the box core configuration includes a comprehensive workflow from marketing, customer onboarding (AML, suitability, knowledge and experience assessments, asset allocation, proposal and signing terms of business), client servicing during the lifetime of the agreement and exit.
Learn more
Visit: www.plutoifa.com
Or contact: contact@plutoifa.com to arrange a demo
