Comprehensive Advisory Workflows
Simply grow's SMART helps clients and advisors interact with each other in a highly productive and regulation-compliant manner.
Comprehensive Advisory Workflows
Simply grow's SMART helps clients and advisors interact with each other in a highly productive and regulation-compliant manner.
Advisors interact with clients in a fragmented manner across media and may not have records for compliance.
We make client-advisor interactions highly effective and productive
Benefit from an end to end solution that allows advisors to send advice to clients, or let clients request for advice while tracking all communications for compliance.
Track advisory action items and advice
Planner/Advisor can generate advice related to an exhaustive and configurable set of actions, that are then tracked for completion and compliance.
Help clients execute action items
The system nudges clients to perform the actions with reminders and launches into integrated workflows that ensure completion of investments in stocks, funds, profile completion etc.
Track compliance
The system tracks the activity with a detailed log for each action item and archives all information required for compliance.