MEECO ADVISER PLATFORM
The Adviser Dashboard helps Advisers understand their portfolio of clients, manage their commitments and become proactive in delivering client value.
Strengthen the Adviser-Client relationship and create client stickiness by providing your clients with a full view of their financial position in real time.
Provide your business clients with a full view of all their business’ financial position, risks, opportunities and alerts individually and/or as group in real time.
“At Nexia Australia we welcome the digital age as it provides the tools to allow us to work closer with our clients. Why? Because we care about helping our clients improve their outcomes by facilitating continuous information and great advice. That’s why we rolled out Nexia Wealth Connect, a secure client controlled collaborative platform. All in a secure encrypted environment on a Nexia private cloud powered by Meeco.”
Managing Director, Nexia Australia Sydney