Your All-in-One Tool
for Financial Advisory FirmsEmpowering FA firms With TRANSFORMATIVE FINTECH SOLUTIONS To scale your business
for Financial Advisory FirmsEmpowering FA firms With TRANSFORMATIVE FINTECH SOLUTIONS To scale your business
Our ModulesWe Excel In Finance Advisor
Business Development
The BD module comprises agency onboarding, T&C and CPD functions.
Sales Force
The Sales Force module comprises Holistic Financial Planning Tools integrated with eKYC, Sales Performance, CRM and Agency Management functions.
Operations
The Ops module comprises user, distribution sales and commission management functions.
CEO Module
The CEO module comprises Sales Performance, Recruitment and Finance dashboard.
Compliance
The Ops module comprises Pre-transaction checks (PTC), BSC, and AML/CFT functions.
Finance
The Finance module comprises Accounting, Cash Flow Projections and Payroll functions that is integrated with Commission management.
Business Development
The BD module comprises agency onboarding, T&C and CPD functions.
Operations
The Ops module comprises user, distribution sales and commission management functions.
Compliance
The Ops module comprises Pre-transaction checks (PTC), BSC, and AML/CFT functions.
Sales Force
The Sales Force module comprises Holistic Financial Planning Tools integrated with eKYC, Sales Performance, CRM and Agency Management functions.
CEO Module
The CEO module comprises Sales Performance, Recruitment and Finance dashboard.
Finance
The Finance module comprises Accounting, Cash Flow Projections and Payroll functions that is integrated with Commission management.
Video Introduce MyWealthAdvisor
Our BENEFITS
Why ChooseMyWealthAdvisor
Holistic Financial Planning integrated with eKYC
Time Saving
Fully Integrated Frontend to Backend
Encrypted Data Vault
Modular Features
Real-Time Updates
Holistic Financial Planning integrated with eKYC
Encrypted Data Vault
Time Saving
Fully Integrated Frontend to Backend
Modular Features
Real-Time Updates
Our Mission is empowering wealth advisors to serve their clients the best
Multiple devicesCompatible onMultiple Platforms
