"Intellect FABX is a state of the art workstation solution that empowers advisors with all the information needed for Customer interaction, Relationship building, Performance monitoring, Analytics and Decision making.
Today’s advisor is on the go and is in need of on-demand information about SELF-TEAM-CUSTOMER. FABX eliminates the wasteful time spent by advisor for searching and getting information by orchestrating data from multiple sources and provides consolidated, contextualized information in an intuitive manner"
Key Features
- Unified 360 degree view of a client
- Portfolio Performance Analytics
- Client communication and alerts
- Financial planning
- Self and team Performance dashboards
- Craft Personalized Investment plans
- Configurable work spaces
- Available on Internet and iPad
Benefits
- Effective conversations with clients
- Improves Advisor 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