A platform for you
manage your office and
for your customer to follow
the investment portfolio.
A platform for you
manage your office and
for your customer to follow
the investment portfolio.
Create a Data Driven Culture of
end to end in your office:
Offer the customer the monitoring of your consolidated portfolio.
Consolidated panel and by client so that the advisor can give the best recommendations.
Manage advisor performance and access reports to create growth strategies.
Personalized recommendations
Offer your customers better monitoring of their investments
Monitoring of the investment portfolio
Management of all assets, inside and outside the office
Report Customization
Personalized recommendations
Direct channel with advisor
Goals and indicators outlined by the customer’s profile
Have a system that provides the
information for the assessor
to work better:
Full integration between investor and advisor
Access to individual investor portfolio
Highly customized reports: customer profile, products, customer segments, performance and more
View of all assets, inside and outside the office.
Direct channel with customer
Notifications with performance opportunities
Schedule a conversation to learn more about the Nau platform or use our white label solution for you to offer your customers.
