Advantage For
Advisor
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Model
Streamlined
Regulatory compliant
Subscription management
Robust CRM functionality
Model
portfolios
Flexible pricing setup options
Streamlined
distribution
Our
Features
Simplified compliance and subscription management
Deseo provides a hassle-free solution for advisors to efficiently manage compliance and subscription processes. It simplifies regulatory requirements, automates compliance checks, and ensures adherence to industry standards. This streamlines administrative tasks, reduces compliance errors, and saves valuable time for advisors.
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Model portfolios
We provide the ability to create and manage model portfolios, allowing advisors to design and implement optimized investment strategies. This feature simplifies portfolio management by offering pre- defined models that can be customized based on client preferences and investment goals. It helps advisors streamline investment processes, maintain consistency across client portfolios, and optimize performance.
Flexible pricing setup options
Our platform offers flexible pricing setup options, allowing advisors to choose between fixed or variable pricing models. This flexibility caters to diverse business needs and enables advisors to align pricing structures with their specific requirements and client segments. It provides transparency and choice in pricing, ensuring a fair and customizable approach.
Deseo provides a hassle-free solution for advisors to efficiently manage compliance and subscription processes. It simplifies regulatory requirements, automates compliance checks, and ensures adherence to industry standards. This streamlines administrative tasks, reduces compliance errors, and saves valuable time for advisors.
We provide the ability to create and manage model portfolios, allowing advisors to design and implement optimized investment strategies. This feature simplifies portfolio management by offering pre- defined models that can be customized based on client preferences and investment goals. It helps advisors streamline investment processes, maintain consistency across client portfolios, and optimize performance.
Our platform offers flexible pricing setup options, allowing advisors to choose between fixed or variable pricing models. This flexibility caters to diverse business needs and enables advisors to align pricing structures with their specific requirements and client segments. It provides transparency and choice in pricing, ensuring a fair and customizable approach.
