The Black Box Problem

Everyone is trying to manage things they can’t see. Clients can’t see what their advisors are doing behind closed doors. Advisors can’t see their client evolving needs in real time. Financial institutions, despite having a wealth of data, can’t always see the full context to make information actionable.

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Discover

continuous and comprehensive client engagement

Deliver

timely and tailored offering of financial services

Demonstrate

tangible and visible value beyond investment returns

This is how Systelos enables informed decision making to build more meaningful relationships

Platform Features

Discover

Your journey starts with our 360 discovery process. Our platform allows advisors to customize both their value proposition and advice. This is how Systelos moves your offering from Alpha to Gamma

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Platform Features

Recommend

Our recommendation engines are collaborative. Advisors are able to curate tailored financial services and educate clients about their options.

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Platform Features

Collaborate

Our interactive dashboards and nudging tool allow advisors and their clients to work towards collective goals. Visibility and engagement provides the context needed to make timely decisions.

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Platform Features

Integrate

Our intuitive user experience integrates seamlessly with both advisor and client tools. Our smart document filing system enables sharing and organizing of financial information in functional views.

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Platform Features

Automate

Our platform converts client interactions into automated workflows for yourself and your team. Our mass action tool multiplies your best practices across clients with similar needs.

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Platform Features

Demonstrate

Our timeline allows advisors to demonstrate their added value in real-time. Our family dashboard brings clients financial life in one place to track their progress. Clients can now clearly see the value that they are paying for.

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Are You Ready to Transform How You Deliver Value to Your Clients?

Enter in your contact details, and a little bit about what you’re interested in learning and we’ll respond back to set up a demonstration of Systelos. We will show you how we can help you transform your client relationships and deliver true value to your entire portfolio.

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