Software Solutions

Expert Broker

Expert Broker is a secure online platform for the sales and processing of bank wide product offering. It acts as a secure online portal that banks can share with brokers, branches or customers, allowing  for the sales, servicing and management of online savings accounts along with the ability to sell additional investment products.

The portal allows clients to fully manage each customer’s portfolio. Teams and groups are assigned tasks and actions based on activities that are generated as part of the core function of the centre.