MEECO ADVISER PLATFORM
One solution for managing your clients’ personal and business affairs all in one place.
Integrated and consolidated view of all your clients financial position in real time to better manage clients’ affairs.
Automated feeds from banks, superannuation, property, share portfolios, accounting software platforms, etc.
Increase your share of wallet by offering a one stop shop solution for all your personal & business clients.
Increased client engagement by providing your clients access to a secure online portal showing their full financial position in real time.
Increase your value proposition and differentiating your Practice from your competitors.
The Adviser Dashboard helps Advisers understand their portfolio of clients, manage their commitments and become proactive in delivering client value.
Strengthen the Adviser-Client relationship and create client stickiness by providing your clients with a full view of their financial position in real time.
Provide your business clients with a full view of all their business’ financial position, risks, opportunities and alerts individually and/or as group in real time.
Comprehensive view of business and personal accounting and compliance services.
Better advice for your clients as you the advisor has a holistic view of their entire financial life.
Improved engagement with Private Banking clients for Family Office and Banking Services.
Streamlined customer engagement and contract execution for property transactions.
Opening the opportunity for increased advisory services and compliance management.
Identifying the client’s insurance needs and facilitating insurance transactions.
“At Nexia Australia we welcome the digital age as it provides the tools to allow us to work closer with our clients. Why? Because we care about helping our clients improve their outcomes by facilitating continuous information and great advice. That’s why we rolled out Nexia Wealth Connect, a secure client controlled collaborative platform. All in a secure encrypted environment on a Nexia private cloud powered by Meeco.”
Paul Lenton
Managing Director, Nexia Australia Sydney
