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Financial Planning & Finance Organisations

Deliver accurate advice, manage client portfolios effectively, and stay compliant with industry regulations. Streamline operations, automate reporting, and gain insights to grow client trust and business performance.

Why Relevate

Increase Operational Efficiency
 Automate administrative tasks, portfolio updates, and compliance reporting to free up time for client engagement and strategic planning.

Enhance Client Engagement
 Use CRM and marketing automation to personalise communications, track client goals, and nurture long-term relationships.

Collaborate Seamlessly
 Enable advisors, analysts, and back-office staff to work together with secure cloud-based tools and shared access to client data.

Gain Transparency & Insight
 Leverage dashboards and KPIs to monitor portfolio performance, financial trends, and organisational health.

Business Impact

We partner with some of the most trusted CRM and Marketing Automation platforms in the market.

We believe in using scalable and reliable platforms capable of integrating with other systems you may already use, to offer you the best solution for your needs and bring your business into the digital age.

Solution to fit your Software and Technology

  • CRM & Client Management – Capture and manage client details, investment preferences, and communication history.

  • Marketing Automation – Create tailored campaigns to educate clients, promote services, and encourage portfolio reviews.

  • Business Process Automation – Streamline compliance checks, document management, and reporting.

  • IT Management & Cloud Solutions – Ensure secure, compliant infrastructure for storing and accessing sensitive financial data.

  • Digital Design & Development – Build secure client portals for account access, reporting, and communication.

  • Content Marketing & Communications – Share market updates, newsletters, and thought leadership pieces. 
  • Analytics & Reporting – Provide detailed performance reports, risk assessments, and financial insights.

Client Retention & Growth
 Foster stronger client relationships through personalised advice and transparent reporting.

Operational Cost Savings
 Automate time-consuming processes to reduce overhead and focus resources on client service.

Compliance Confidence
 Ensure adherence to regulatory requirements with accurate, timely reporting and secure record-keeping.

Informed Decision-Making
 Use real-time financial data to guide portfolio strategies and business planning.

Relevate Software and Technology Customer Stories