DIGITAL AND REAL TIME
overview on your Bankable and Non-Bankable Assets
One solution for all YOUR NEEDS
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I want to be able to do everything simply on my mobile
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I want to be able to do everything simply on my mobile
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I want to be able to do everything simply on my mobile
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I want to be able to do everything simply on my mobile
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I want to be able to do everything simply on my mobile
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I want to be able to do everything simply on my mobile
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I want to be able to do everything simply on my mobile
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I want to be able to do everything simply on my mobile
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I want to be able to do everything simply on my mobile
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I want to be able to do everything simply on my mobile
CLIENT EXPERIENCE
The 3 Pillars Of A Superior
Personalised
- Client self-customisable layouts
- Views fitting each client segments and levels of sophistication
- Superior client reporting tailored to individual needs
Engaging
- Integrated live messaging and video capabilities
- Online client onboarding with digital signature and ID&V
- Real-time view and access to market data
Meaningful
- Lean and impacting display of information
- Analytical information to benchmark performance, manage risks and liquidity
- Superior tools to meet any needs ( budgeting, expense management, savings planning, etc.)
EVOLVING
your offering and BALANCING your costs is no more a steep mountain to climb
- We support all kind of products & services
- We use the latest API based architecture
- We are agnostic to core banking technology
- Built on the core of a real PMS, CRM and Family Office Solution enables you to push any underlying functionality to the end-user
- Native apps for each platform
- Uses same backbone for all channels (internal, institutional, clients) making possible to all benefit from the most advanced feature
- You easily define the views and skins that are configurable
- You may integrate of your preferred 3rd party plug-ins if and as required
- You control the user experience form end to end of the workflow
ONE DATA
Multiple Views for all channels
One of the biggest challenges faced by the industry, is to ensure consistency of information showcased across all channels, while ensuring that the data presented is as purposeful as tailored.
With mydesq, be the data stored or computed, whomever the user or whatever the device; the same trusted information will be displayed by our engine.
- Advisors
- Investment Specialists
- Compliance & Risk
- Wallet-size
- Age
- Sophistication & Needs
- Asset Managers
- Pension Funds
- Family Offices
ENABLE
your organization through our application for internal users
- Easy and intuitive front-end which will be loved by all advisors
- Train your employees to a more efficient way of working in a short-time
- Solve many of the legacy issues with our out-of-the box solution.
- Enable your advisors to work from anywhere and meet more clients
- Use our tools during client interactions to engage your clients
- Reduce administration with paperless processes
- Increase organization efficiency with well-thought and tailored processes
- Reduce compliance overhead which allows seamless collaboration between clients, advisors and compliance.