Digital Tools to Transform Your
Financial Advisory Practice
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INTERACTIVE CHARTS
GOALS & SCENARIOS PROJECTION
comprehensive Financial reports
Supercharge your financial advisory practice
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Website builder
Customisable Report Cover
lead magnet
DIGITAL FACT FINDER
Build your personal brand offline and online.
Create a sense of individuality with our easy-to-use branding tools. Expertly designed to position you for success. No technical skills needed.
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OMNI-CHANNEL COMMUNICATION
ACTIVITY & TASK MANAGEMENT
PORTFOLIO-BASED SEGMENTATION
Customer relationship management platform
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Latest Mortgage Financing Rates
Refinancing calculator
Mortgage Loan Application
Integrated mortgage financing feature
Mortgage planning with your clients. Submit the mortgage loan application through our platform or get assistance from GM Mortgage Specialists with you in the driving seat.
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hassle Free
Gift Personalisation
Curated merchants
Integrated gifting platform
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WORLD-CLASS TRAINERS
EXECUTION & IMPLEMENTATION
AMAZING VALUE
Exclusive opportunity to learn from the best in the industry
World-class financial practitioners and subject matter experts share their success secrets on the Adviser Playschool learning platform.
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Financial Literacy
Client Engagement
Licensed Experts
Engaging personal finance content to learn about, discuss and have fun with money to enhance financial literacy.
Share relevant personal finance tips, news and articles with your clients to keep them informed and engaged.
