Advisor Online is an application for Asset Managers, Private Bankers, Family Offices which combines of all the functionalities they need, namely (CRM, Portfolio Management System, Market Data, Chat, Investment Proposals, Business Intelligence.).

Advisor Online Application is a Wealth Management tool that tracks hardware assets and software assets by collecting inventory, financial and contractual information. This enterprise asset management software system helps asset managers plan the portfolio, holdings and instrument synchronization according to the organizational needs.