Polaris Financial Technology Limited recently announced that its Intellect Financial Advisor Business eXchange (FABX) received a 'Best in Class' recognition for Enterprise Operations in CEB TowerGroup's Advisor Desktop Solutions Technology Analysis ranking for 2013.
Intellect FABX is a state of the art workstation solution, empowering advisors with all the information needed for customer interaction, relationship building, performance monitoring, analytics and decision making. The unique solution empowers the advisor with a single point interface offering a comprehensive 360-degree view of the client, to manage rising core system complexities thereby increasing relationship manager productivity by up to 30%. Appropriate for private banks, retail banks, independent financial advisors, or broker-dealers, it is available in both installed and SaaS versions as well as on the iPad and internet.
Intellect FABX is a state of the art workstation solution, empowering advisors with all the information needed for customer interaction, relationship building, performance monitoring, analytics and decision making. The unique solution empowers the advisor with a single point interface offering a comprehensive 360-degree view of the client, to manage rising core system complexities thereby increasing relationship manager productivity by up to 30%. Appropriate for private banks, retail banks, independent financial advisors, or broker-dealers, it is available in both installed and SaaS versions as well as on the iPad and internet.