How many clients have a mortgage?
What is the average size of the mortgage?
Haw many have Credit Cards?
How many clients have Businesses?
How many have Personal Income Protection?
Who do they bank with?
What is the average credit card balance of your clients?
What is their average monthly spend?
At SVX, we know that many accounting firms do not have the answers to these questions and more. We also know important it is for them to know the answers.
KNOWLEDGE IS POWERFUL.
Click on the video below to see for yourselves.
SVX is a clever way of being able to proactively engage with your customers, and knowing their affairs. Clearly understand your client portfolio, manage their commitments, become proactive with your advice and add real value. Improve your revenues.
SVX is a secure way of interacting with your clients. Manage Projects which can help your clients get their affairs in order, purchase an investment property or undertake a company acquisition.
SVX constantly aggregates information, securely drawing down data from all sources to automatically provide a complete overview of your client’s financial life right now.
Access your personalised Advisor dashboard – which provides a complete overview of your client’s current financial position, a forecast of future net worth and how your clients finances would cope if their situation changed.
Changing the world of finances as we know it, enabling control, better decisions, real time information, power in your hands.
Contact SVX today to arrange a personal product presentation.