Adviser Portals
Fully customised adviser portals, directly connected to your FundSense platform
Transform your adviser portal with FundSense Intelligent Automation.
Provide advisers with any information they need via portals connected to knowledge bases within your organisation or external sources, with the fully customisable FundSense chatbot, Fund-E, delivering answers as text, document, web link, etc.
Why FundSense for Adviser Portals?
Governance -
Provide advisers with the tools, data and information they need - and as the portal is directly connected to your platform, it is easy to maintain, fully aligned with your governance processes, and analytics of user activity can be easily derived.
Automation -
Fully automated workflows for data provision, form completion, onboarding etc. with chatbots connected to knowledge bases within the platform or external sources.
Integration -
Integrate portals with any source - delivering data, documents etc. to and from internal systems, third parties or directly from the FundSense platform.
Interaction -
With portals directly connected to the Fundsense platform, interaction between company and adviser becomes much more efficient - with full audit trails stored for governance purposes.
