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Create financial abundance and wellbeing

Without financial advisors, clients can act emotionally and with blind spots.

We are creating a new standard of working with financial advisors that removes friction and opaqueness from the process: advisors guide their clients to focus on the next action that increases abundance for everyone.

Clients

Measure the value of human advice and bring your financial life in one place

Advisors

Build client relationships that aren’t tied to the market and unify your practice tools

Institutions

Prepare your workforce for the future and integrate your lines of business

Guided Collaboration™ Platform

Systelos is the first platform that gives advisors contextual visibility on their clients to guide financial behavior at scale.
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Platform Benefits

Contextual
Insights

Revolutionary discovery process that provides a 360 view of your clients’ financial life, because you can’t provide valuable advice without holistic context (portfolio, goals, insurance, tax, estate)

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Platform Benefits

Integrated
Advice

Seamless integration of your advisory tools that uses machine learning to enhance your advice as you engage with your clients (CRM, Financial Planning, KYC, Communication, Portfolio, Compliance)

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Platform Benefits

Human/Machine
Collaboration

Recommendation engines and automated workflows that frees your team to do what they do best by empowering them with what machines do best (humans for empathy, leadership and creativity and machines for data analysis, process and connectivity)

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Platform Benefits

Transformative
Impact

Client portal that delivers, multiplies and showcases your best advice to become irreplaceable in your clients’ lives (family dashboard, value timeline, nudges, and mass actions)

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Systelos is more than technology. We are reinventing how institutions, advisors and their clients do business.

Jad Chehlawi,

Founder/CEO, Systelos

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