Advisor Tools - Clear Minds
Advisor Portal

Digitize your advisory services

Access new client segments with a platform for acquiring and advising clients with lean and simple processes.



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Scalable Advice

Offer your investment advice with simple and digital touchpoints.

Flexible Solutions

Offer both advisory and discretionary services.

Compliance

Built-in regulatory checks for compliant advice.

Features

Support your personal client dialogue with easy and intuitive tools.


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Digital onboarding and risk profiling to set-up new clients.


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Digital portfolio proposals based on your investment solutions.


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Communication channel to send messages and trade proposals.


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Portfolio Health Check to manage client portfolios.


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Compliance checks and records of all client interactions.


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A unique platform for client communication

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.

Your Benefits


Access new client segments

Streamlined processes to enable profitability in the mass affluent client segment.


Stay compliant

Built-in compliance rules to ensure that your advice always stays compliant.

Want to know more?

Book Demo

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