Web platform for investment and financial advisors
Go digital with all-in-one solution for your employees and your customers
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Benefits
of Sovetnik.io
of Sovetnik.io
A full cycle of customer relationship management from the moment you sign the contract and determine client's investment profile to the moment you make a financial plan and provide an investment advice
Users
Independent Financial Advisors
Financial Advisory Firms
End Customers
CRM
Convenient client workflow. Notes, calendar, built-in chat and video-conferencing. Monitor any changes, including client statuses, payments and other events
Portfolio management
Information with detailed analytics about all client portfolios in one place. Support for a large number of brokers
Reporting
Transaction reporting, client reporting
and product governance
and product governance
Electronic document management
Create, manage and sign all documents digitally
Investment advice
Issue and store personal recommendations in accordance
with regulatory requirements
with regulatory requirements
Built-in chat and video-conferencing
Communicate with clients by text or video through all-in-one solution. Supports integration with messengers
Personal financial planning
Create and monitor customer financial plan with the tools provided by the platform
User experience
at its best
at its best
The client receives a convenient, modern personal account for interaction with an adviser: signing documents, monitoring portfolios, receiving recommendations, communicating via video, telegram, etc.
White label
Sovetnik.io can be easily customized to fit any brand book and integrate seamlessly into company's ecosystem
Contact us
Please get in touch and our expert
support team will answer all your questions
support team will answer all your questions
Our staff includes certified information security officers and developers.
The platform complies with the necessary regulatory requirements of the country in which it is being used.
Reliable team
Data is protected
Security above all
For 10+ years our team has been developing fintech solutions including cloud-based and inhouse systems for banks and brokers.
Vast experience
We use SSL certificate and regularly conduct testing using Rapid7 Metasploit and Cyber Security SecPoint Penetrator, which allows us to find security weaknesses and eliminate them in advance.
Secure connection
Our clients
The team
In 2017 we launched the cloud platform for brokers and asset managment companies that made it possible to attract and onboard clients online. As part of the FINOPOLIS 2017 conference, the project was presented to the Bank of Russia.
In 2019, the Winvestor Marketspace project was launched, which allows to buy investment products from various suppliers in single window mode. At the end of 2018 and 2019 our team is recognized as the best developer for institutional investors according to the Investfunds Awards.
In 2019, the Winvestor Marketspace project was launched, which allows to buy investment products from various suppliers in single window mode. At the end of 2018 and 2019 our team is recognized as the best developer for institutional investors according to the Investfunds Awards.
Sovetnik.io team is a leader in the field of developing services for the investment sector.
Book an online demo
We will demonstrate what the platform can do and answer all your questions.
Email us:
info@sovetnik.io
Call us:
+7 499 288–27–39
©Winvestor JSC 2022