Branch Advisor

Branch Advisor teaser

Empowering Branch Wealth Suite

VeriBranch’s Branch Advisor Module enables staff to seamlessly advise customers on their wealth management, by conducting investment inquiries and executing investment transactions through a single, unified screen. It simplifies advisory workflows, enhances service delivery, and empowers branches to offer personalized investment support with speed and confidence.

Core Capabilities

  • KYC icon

    Investment Inquiries

    • Detailed view & statements of the customer’s investment portfolio & holdings
  • Account Management icon

    Investment Transactions

    • Conduct customer transfers for IPOs or RIs and Buy / Sell FX, Gold, Bonds, Structured Products for your customers

See it in action!

Request a live demo and let us show you how VeriPark's Advisor solution provides tools including portfolio management, retirement advice, educational planning advice and investment tools in one place allowing advisors to spend less time working in applications.

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