CapitalRoad did not respond or engage with the survey request. However this looks really interesting with mobile technology utilized to create business efficiencies and single snapshot view of clients in the areas of managed accounts, property, other asset classes and providing a document vault. Clients quoted are the likes of PWC and Managed Accounts.
End User | Advisers |
Advice Process Steps | Assessing Review |
Benefits | Business efficiency in providing collated views of client situations. |
Cost per user per annum | $POA |
Time saving per client | Assessed at between 1-3 hours per client |
Cost saving per client | Assessed at $1000-$3000 per client |
Integration | Unknown |
Website embedding | Possible |
White labelled | Possible |
System prerequisite | Internet |
Single sign on | Possible |
Data storage | Undisclosed |
Privacy standards | Undisclosed |
Limits on use | Unknown |
Disaster recovery and business continuity plans | Unknown |
AFSL approval | Not disclosed |