RepVision - Know More. Do More. Grow More.
WealthServ RepVision provides Reps the tools they need to know more about their clients, do more business with them and grow their portfolio. RepVision is a progressive web portal that doesn’t change the way Reps do business. Instead, it allows them to focus on growing their business through an attractive, intuitive interface with dashboards that give Reps instant access to current and historical commissions information and a complete and consolidated view of their clients.
WealthServ RepVision Features
- Rep Recruitment and Retention – attract new or retain valued advisors with progressive tools that enable Reps to focus on clients and portfolio building
- Compliance – 360° view of business at a glance with Reps and Dealers sharing the same view, automated AML and a complete consolidated client picture to ease compliance pressures
- Communication and Collaboration – deficiency alerts, message centre, current and historical AUA tracking streamlines processes and gives confidence in compliance
- Commissions and Compensation – instant access to in-depth current and historical information means less admin on back office and no wait time for Rep statement information
- Client Management – complete consolidated view of clients and their holdings, to manage compliance, strengthen relationships and identify new business opportunities
- Document Processing – view existing client documentation and upload new forms and documents
- Dealer Brand and Rep Management – style control to align with corporate branding
- Web-delivered for easy access from any location. No infrastructure required