Networking

Advisor – Client

sals.a is revolutionising the relationship between advisors and their clients.

Having replicated your clients financial profile you can invite them to review the effect of individual transactions, a wider strategy or market movement on their profitability, cash flow or liquidity.

This collaboration allows the advisor to create sales opportunities, save time and develop an advisory relationship. Please see our case studies for more information.

Moreover, it allows the client to explore all possible outcomes, providing valuable transparency and decision support.

As well as interactive discussions, the reporting capability allows all outputs to be exported to Excel and PowerPoint and circulated with a single click.

Colleagues

The networking function in sals.a allows you to collaborate with colleagues. Having established a deal or portfolio you can invite them to the workspace to review or verify your work.

As the user defines which information is shared and who receives access, there is appropriate segregation of duty and data confidentiality.

Moreover, the unalterable audit trail ensures there is a full record of access and changes made.