Our ModulesSay goodbye to having stacks of documents by going fully digital!
DEVELOPMENTFully DigitalOver at MyWealthAdvisor, we support the UN Sustainable Development Goals (SDGs) and of the 17 SDGs, SDG 12 is about responsible consumption and production patterns to ensure sustainable development. We aim to help FA firms go fully digital by embracing a paperless approach aligns with this goal by minimizing resource consumption, particularly paper usage.
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.
Our Mission is empowering wealth advisors to serve their clients the best