Digitize your advisory services
Access new client segments with a platform for acquiring and advising clients with lean and simple processes.
Offer your investment advice with simple and digital touchpoints.
Offer both advisory and discretionary services.
Built-in regulatory checks for compliant advice.
Support your personal client dialogue with easy and intuitive tools.
Digital onboarding and risk profiling to set-up new clients.
Digital portfolio proposals based on your investment solutions.
Communication channel to send messages and trade proposals.
Portfolio Health Check to manage client portfolios.
Compliance checks and records of all client interactions.
Clear Minds’ Advisor Portal enables you to send online portfolio proposals, trade recommendations, portfolio health checks and more. So that you can offer your advice in a scalable way.
Streamlined processes to enable profitability in the mass affluent client segment.
Built-in compliance rules to ensure that your advice always stays compliant.