BetaSmartz did not respond or engage with the survey request. An automated adviser branded back, middle & front office portfolio management solution with fully customizable intuitive dashboards and consoles for both clients and advisers.
End User | Advisers and clients (using the custom tools and dashboards) |
Advice Process Steps | Scope Assessing Review |
Benefits | Automate asset allocation and portfolio construction, automate rebalancing, asset allocation |
Cost per user per annum | POA |
Time saving per client | Assessed at 1-3 hours |
Cost saving per client | Assessed at $1000-$3000 per client |
Integration | Unknown |
Website embedding | Yes |
White labelled | Yes |
System prerequisite | No |
Single sign on | Possible |
Data storage | Unspecified |
Privacy standards | Unspecified |
Limits on use | Unknown |
Disaster recovery and business continuity plans | Unspecified |
AFSL approval | Unknown |