Management efficiency and cost reduction
It is no longer necessary to print, enclose, or mail a balance report, and it is convenient to communicate with the owner. Management operations are streamlined, reducing labor costs and improving operational productivity.
Improve owner satisfaction
Owners can check timely and organized portfolio information at any time and easily download data that can be used for final tax returns. In addition, you can feel free to contact your company when you want to consult, so your satisfaction will increase and you will be able to build a stronger relationship.
Earning revenue opportunities
Increasing operational efficiency and increasing owner satisfaction will enable your company to focus on higher value proposition sales. Using various analysis functions that will be enhanced in the future, it will be possible to make proposals based on the potential needs of owners and pursue new revenue opportunities.