Our service experience

AdviserNETgain

AdviserNETgain* is a multi-award winning, integrated technology solution specifically designed to deliver flexibility and efficiency into your business operations.

AdviserNETgain delivers the key components you need to run your business - advice, practice management, products, services, and client information. It combines front office processes – such as fact finding and SoA generation, with back office tasks – like product transactions and administration, all with a single data entry point.

• Boost productivity – integrated with Asgard and covering the key components of your business, AdviserNETgain allows you to automate your operations, reduce your costs and eliminate processing and reconciliation errors.
• Achieve efficiency – processes are streamlined with a faster way to research, compile and present advice – which means you have more time to spend understanding your client’s needs.
• Strengthen relationships – with all of your client’s information captured in one place, you have a complete, consolidated view of their profile, allowing you to deliver a more personalised and timely service.
• Increase profitability – with built-in business reporting tools, you can monitor workflow, measure time taken on tasks, and segment your client database – allowing you to identify your most valuable clients, and free up time to spend with them.

_{*Ranked no. 1 by independent expert Investment Trends in their 2006, 2007 and 2008 Platform 'hybrid' category.}