Independent Financial Advisor

Independent Financial Advisor

Capital Advisor has been specifically packaged to provide Banks and Insurance companies with a solution for the management of distribution networks (Private Wealth Management Advisors). Capital Advisor has been developed to manage the network of advisors of Rothschild & Cie Bank and those of Swiss Life. 

Capital Advisor is a 100% web-based platform that takes up Capital Private Banking functionalities with a simplified interface and a guided utilization designed for less informed or more occasional users. Thus, the external advisors have at their disposal a high-end tool helping them in managing portfolios (Equities or OPCVM) and the Life Insurance contracts of their clients.

Capital Advisor allows you, via an extranet, to follow-up, link, run and manage the network of external advisors, promoters and final clients. Consequently, the solution gives the opportunity to promoters to update by themselves the data related to their offers.

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