Client activity streaming (CAS) is the process that streams a range of data actions within your client file.
Designed for Practice manages, Dealer Principal, National Managers, Compliance Managers so they can always hold an overview of active practices and adviser, Client Activity Streaming ensures that client views are well presented and managed by both the Adviser and their team of support staff.
in addition to Practice manages, Dealer Principal, National Managers, Compliance Managers, Client Activity Streaming enhances the ability to manage clients by Advisers and support staff in a way previously thought impossible.
CAS, as we refer to it offers the adviser and his staff to;
- view all practice actions by client and staff/adviser
- sort track and manage client personal points of contact
- view, monitor and manage staff and client workflows
- manage FUM models, Risk premiums and client status
- monitor and manage individual client compliance requirements
Client Activity Streaming also allows for;
- Fund performance position
- Fund performance indexing
- Dollar cost averaging opportunities
- Model portfolio management and monitoring
All of this conducted within your Dashboard and individual client file.
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