No matter what advice is provided by you as an Advisor, Wealth Axis has the back office solution to implement and manage your clients needs seamlessly. Wealth Axis provides a broad spectrum of services for low, medium and high touch clients, our system and processes are flexible enough that we can tailor this to match your service offering to your clients.
This service offered by Wealth Axis encompasses everything from basic client data entry, application preparation and follow through with third parties, superannuation and investment portfolio management and liaising with your clients as and when required for further information or requirements as part of the application implementation process.
The Wealth Axis mail house ensures that all client communication either directly from the client, fund managers or other third parties whether received via post or email is scanned and filed directly to the client record in your CRM system within 24 hours of being received.
We understand that Wealth Axis must provide a level of service that reflects your business, vision and goals and that the work prepared by Wealth Axis must match that of your business as though the work has been completed ‘in house’.