Blue Nova
A suite of applications that transform the digital offering, creating a panoramic ‘all wealth’ view for consumers and driving a firms operational efficiency from golden source of client information.
Overview
Five elements, one unique product
Solves the key issues facing investment management firms, providing both an upgraded digital offering to their clients and an AI powered data management platform to drive operational efficiency.
Connect – Account Opening & Client Onboarding
Self-Service Capability, ID checks, Client Suitability & Well Being Questionnaire.
Approve – Onboarding Management
Manage & monitor the onboarding workflow, prospect applications & approval.
Engage – Client & Firm Portal (and App)
Feature rich engaged digital experience for advisors and end consumers.
Insight – MI & Business Intelligence
Powering data insights into trends, revenues and other KPI data, includes integrated AI.
Control – Central Data Source, Administration & Connectivity
Centrally managed, secure vault for a firms move valuable assets, its client data. Connectivity services to external and internal platforms and systems.
