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WORKSTATION

 
 
 

Financial Advisors Business eXchange (FABX) - ENABLING EFFECTIVE CONVERSATIONS WITH HIGH NETWORTH CUSTOMERS

   
 

Key Product Feature

 
  • Unified 360 degree view of a client
  • Portfolio Performance Analytics
  • Actionable insights
  • Self and team Performance dashboards
  • Craft Personalized Investment plans
  • Available on Internet and iPad
   
 

Benefits

 
  • Connect and engage with the client more effectively
  • Increases Advisors productivity
  • Consistent application experience on desktop/laptop and iPad
  • Personalized application experience
  • Scalable architecture
  • Faster launch and reduced time to market
  • Flexible data integration approaches
 
 

 

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