WAV 5.0 Online
As a professional financial adviser, you know that using the right business software will enable you to bring your sales and fee income to the next level, but if you are concerned about the expense and burden of the technology infrastructure that traditionally goes with it, then take another look, because ‘pay as you go’ online solutions have come of age.
WealthCraft Advisor 5.0 (WAV 5.0), as used by the wealth management divisions of leading international financial institutions, is now available as an online solution. And because WAV 5.0 comes with the full suite of Microsoft Dynamics CRM it provides a complete business and database management solution ‘out of the box’.
WAV 5.0 has a familiar look and feel and can work straight from Microsoft Outlook, which makes advisors immediately comfortable with using it.
- WealthCraft Advisor Online Core Module
- WealthCraft Advisor Portfolio Valuation Service
- Microsoft Dynamics CRM 2011 Online
- Microsoft Office 365 Enterprise Plan E1 (Exchange, SharePoint, Lync Online, Office Professional Plus)
- Financial Express integrated price and fact sheets (for valuations)
Here’s how that bundle breaks down
1. WealthCraft Advisor Online Platform (WAV 5.0)
- WAV is an Enterprise class wealth management platform, a complete business solution for Independent Financial Advisors that is cost effectively deployed on the Cloud (Microsoft Azure)
- Portfolio Valuation Service that automatically updates client records for major ILAS and Portfolio Bond providers so that Advisors and their support teams can focus on delivering exceptional value to clients instead of chasing paper
- Document Management functionality which allows indexing (and up to full text search) of all client related documents (contract notes, subscription forms etc.)
- Integrated Email (Microsoft Exchange Online) that allows automatic logging of all client emails to the client record
- World leading integrated financial planning tools to help maximize sales opportunities and increase wallet share
(optional module)
This gives you
A comprehensive view of the client
- Real-time visibility into customer data from multiple databases
- Compliance with regulations and tracking of all customer-facing interactions across multiple communication channels (email, phone, service, online chat, can all be tracked against the client record)
- Monitoring and analysis customer needs to maximize cross-sell/up-sell opportunities and quickly adapt for changing customer needs
A reduced administrative burden on financial advisors
- Enables financial advisors to work more efficiently across information sources and distribution channels
- Integrates sales, marketing, and customer service
- Easily incorporates changes for regulations and compliance
2. Cloud Infrastructure (Microsoft Azure)
- Microsoft has invested US$2 billion in its global Cloud Infrastructure. Data centers (and data) are geo-redundant and SAS70 compliant
- No need for up-front capital investment or high annual costs for server hardware, software, and maintenance of your own infrastructure
- No hardware, software, or additional infrastructure investment required
3. Enterprise Security and Reliability
Powered by the latest versions of Microsoft software that businesses have relied on for decades, Office 365 gives you peace of mind that your systems are available and highly protected 24 hours a day, seven days a week.
Specifically, Office 365 gives you
- Data security with industry-leading anti-spam and antivirus protection that is always up-to-date
- The reliability, availability, and performance you need to keep your business moving forward—with a financially-backed 99.9% uptime service level agreement
- Assurance that your client data is safe with robust disaster recovery capabilities, geo-redundant backups, and industry-leading privacy features
Contact us to arrange a free demonstration of how WAV 5.0 can give you the tools to take your business to the next level.