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Innovation in multiple modules provides the advisor with an edge in the current competitive landscape. For example, our order management module allows the advisor to strategically switch across AMC schemes with one time or recurring frequency. Our SIP’s module allows the advisor to pause, start, edit and restart investments of clients anytime anywhere. Our Model Portfolio module not only allows the advisor to setup multiple strategies & assign them to clients based on various risk profiles but also allows rebalancing by cloning the existing model. Reporting and analytics insights are GIPS standards compliant. Our Fee Templates provides the advisor flexibility of setting up different fees strategies & assign it to portfolios. Our proprietary Fee Recovery Engine calculates fees for various strategies, invoices the investor, collects and pays the advisor making revenue controlled & predictable.
Advisors face challenges using disconnected systems for client management, financial or goal planning, generating cash flows, on boarding customers, trade order management, portfolio accounting & reporting, compliance, market & portfolio analytics, maintaining & executing portfolio strategies across asset classes. Mercury provides a solution to all these challenges with unparalleled innovation so that the financial advisor can scale their practice.