Advisor Mobile vs Advisor PRO

Advisor Online stands as a cutting-edge application designed exclusively for Wealth Management professionals, including Asset Managers, Wealth Managers, and Compliance Officers. This software seamlessly integrates essential functionalities such as CRM, Portfolio Management System, Market Data, Investment Proposals, and Business Intelligence. Acting as a comprehensive Wealth Management tool, it meticulously monitors both hardware and software assets, aggregating vital inventory, financial, and contractual data. The application empowers asset managers with advanced portfolio planning capabilities, ensuring efficient synchronisation of holdings and instruments to meet organisational needs. With a cloud-based architecture, it guarantees a streamlined user experience, providing swift insights into asset usage across the network. The platform boasts a centralised asset database, complemented by world-class customer support and secure access to the asset management system, making Advisor Online a reliable and user-friendly solution for wealth management companies.

Advisor Pro About this app Advisor mobile app is an add-on available to Datacomp’s i-Magic cloud subscription users. With this app, you can: • Get up-to-date statistics of your business on the go • Access diverse views of your customer’s insurance portfolio • View birthdays of your customers and send personalised greetings from an extensive gallery of designs • Send instant push notifications to your customers who are using your mobile app (My-Insurance) • Receive service requests from customers • View Portfolio events such as Premiums due. • Update customer master information • Send portfolio reports by e-mail to your customers • . . . and more With i-Magic Advisor App you can now be in greater control of your business even while you are away from your office – for business or for leisure. Download this app now and say goodbye to your business worries!!