Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Mobius Wealth stands out as an exceptional mobile wealth management application that seamlessly integrates with your back-end systems, offering your clients an engaging digital experience across various communication platforms, including both web and mobile interfaces. By utilizing data from your current systems, such as investment management, trading platforms, and market data feeds, Mobius Wealth consolidates this information into a cohesive and visually appealing format while adhering to top security protocols. This native mobile application features a front-end platform capable of connecting to any back-end infrastructure within the financial services industry. Users can benefit from comprehensive portfolio monitoring and detailed analytics, including insights into holdings, performance metrics, and transaction histories, while also facilitating comparisons with model portfolios. The solution enhances client service by enabling both relationship managers and clients to conveniently access pertinent information, all while being customizable to reflect the unique branding and services of various organizations. Additionally, it maintains compliance with the highest standards of security for web and mobile applications, ensuring that sensitive client data remains protected at all times. Ultimately, Mobius Wealth empowers financial professionals to deliver superior service while maintaining a strong brand presence in the digital realm.
Description
In the pursuit of growth, it’s common to become overly focused on acquiring new leads while overlooking the potential benefits of nurturing your current clients. Attracting a new client can cost brokers up to five times more than retaining an existing one, making it crucial to value those you already have. After all the effort put into gaining their business, maintaining their loyalty should be a top priority. This is where Sherlok comes into play, offering proactive automated client retention solutions. With the help of AI, Sherlok identifies which clients are at the highest risk of leaving and prioritizes them for repricing opportunities. Moreover, if additional savings can be accessed, Sherlok’s Instant Refi comparison tool will generate valuable refinance leads for brokers. You can relax as Sherlok diligently analyzes your client portfolio, continuously monitoring their interest rates to discover when they might qualify for better rates. By harnessing this technology, you can ensure your clients remain satisfied and loyal to your services.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$89 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Profile Software
Country
Greece
Website
www.profilesw.com/en/mobius-wealth.php
Vendor Details
Company Name
Sherlok
Country
Australia
Website
www.sherlok.com.au
Product Features
Product Features
Real Estate Marketing
Advertising Management
No
CMA
No
CRM
No
Contact Management
No
Email Marketing
No
Lead Generation
No
Listing Management / IDX
No
Presentation
No
Reporting / Analytics
No
SEO
No
SMS Marketing
No
Social Media Marketing
No
Virtual Tour
No
Website Builder
No