Risk Profiling and Management

• We provide risk profiling tool, designed by CTRISKSOLN, to help the financial advisors understand their client risk profile

• Our system will monitor this risk profiling through our risk matching gateway when subscribing unit trust and give warning accordingly

Portfolio Management

• Easily create, track, manage model portfolios with mass dealing transaction support understand their client risk profile

Document Management Service

• This service allows advisors easily retrieve client and product document within the same platform

Client Service Record System

• This feature helps advisors manage their clients’ requests, keep meeting notes and follow up actions

Role-Based Access Control

• The tool that enables advisory firm to easily manage the requirements of segregation of duties through our role based access control, supporting tree structure consultant hierarchy which can help organizations even with complex multiple layers structure

Reports

• Our reports are designed to track the status of various transactions, AUM, cash movement, fee deductions, asset allocation weighting, etc. meeting the needs of management, administrator and advisor

eStatements and Notifications

• Statements and trade confirmations, transaction advices, etc. of the last 12 months are all notified by email and organized in the platform filing system for easy access and management