Grow your business with a Fully Integrated Advisory platform
Spend more time with clients by automating operations and compliance.
Grow your business with a Fully Integrated Advisory platform
Spend more time with clients by automating operations and compliance.
Advisors struggle with fragment systems in their investment advisory practices that bog their productivity down and lock up time that could have been better spent in expanding and deepening client relationships.
Benefit from a modern and fully ingtegrated investment management solution
Simply Grow's SMART offers an end to end full suite solution that digitally onboards clients on multi-assets and supports investment tracking across diverse providers. It also integrates a full scale advisory workflow module along with billing & collection engines. A comprehensive and well integrated CRM pratcice enables advisors to focus on what really matters - client portfolios and growth.
Digital Onboarding & Multi - Asset Multi-Account Opening
Benefit form an end to end solution that opens an investment advisory account and fetches real time client profile information automating data entry.
Multi-Asset Investment Execution Integration
Benefit from end to end solution that addresses investment planning, execution and tracking all in one platform end to end
Portfolio Tracking Across Platforms
Benefit form an end to end view of client assets and portfolio holdings across various asset classes.
Comprehensive Financial Planning
Benefit form an end to end solution that creates a financial plan, tags investments and assets to various goals and prompts for interventions to keep the plan on track
Comprehensive Advisory Workflows
Benefit form an end to end solution that opens an investment advisory account and fetches real time client profile information automating data entry.
Multi-Asset Billing & Collection
Benefit from a detailed bill calculation engine that is configured for different asset classes, investment plans and presents to clients with details drill downs facilitating timely collection.
Sales and Client Relation ship Management (CRM)
Benefit from an Customer relationship Management solution that is deeply integrated with the investment business.