The digitisation of financial services is happening now, will you be a part of the future?
now:digital is all about client engagement and promoting financial wellbeing – help your clients’ build a full financial picture and allow them to explore all their options.
now:digital runs stand-alone or embedded in your website.
Providing an integrated and innovative suite of tools, including an engaging client portal, now:advise enables you to deliver a proactive, client-centric advised service.
now:advise delivers a complete practice management capability, allowing you to operate new business processing, handle remuneration management, perform manual and automatic valuations and service reporting and automate your compliance management and case checking.
now:advise helps you build, develop and retain your client base by providing the tools to minimise administrative processes and deliver outstanding client service.
now:advise supports you in delivering the full range of financial sales, across all products and markets.
now:plan cashflow and pension income modellers give financial advisers an easy and engaging way to show their clients the real value of good advice.
Easy to use, powerful and engaging, these are dynamic tools which will let you deliver better client experiences and better client outcomes.
It’s simple user interface lets you get started straight away and is powered by growth rates from market leader, Moody’s Analytics.