Advisor Online

Advisor Online is an application for Asset Managers, Private Bankers, Family Offices which is a combination of all the functionalities they need, namely (CRM, Portfolio Management System, Market Data, Investment Proposals, Business Intelligence). -It is a Wealth Management tool that tracks hardware assets and software assets by collecting inventory, financial and contractual information. -It helps asset managers plan the portfolio, holdings and instrument synchronization according to the organizational needs. It delivers a superior user experience in the cloud by providing quick insights into what is used across a network by tracing different assets. -It offers a centralized asset database along with world-class customer support and secure access to your asset management system.