Slides Framework

Software As A Service

Our platforms and rich data sets are highly configurable to produce internal dashboards and surveillance portals for licensees, or designed as a value-added white-label service for financial and non-financial institutions to help customers with their personal finances, whether those customers are employees, members, policy holders, investors or clients of some description.

  • Licensee Compliance Manager

    • Provides a birds-eye, real-time view of the licensee’s financial adviser and practice network and the online response from their customers.
    • This portal provides the opportunity to identify potential business risks, spot unmet customer needs, monitor new business leads, and benchmark performance across advisers and practices.
    • Licensees can contact advisers, receive reports on network activity, and benchmark against competitors.
    • The solution is delivered as a fully hosted SAAS solution or data stream through API into the licensee’s business intelligence platform, with annual license fees.
    • This service offers Adviser Ratings further strategic value. To get the greatest ROI, it is in the licensee’s best interests to ensure advisers claim and complete their profiles, then invite customer reviews. In the short term this provides benefits to the licensee management, and in the long term it continues to expand adviser engagement and information captured on for the benefit of all consumers.
  • Licensee Compliance Manager

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