While you’re looking after your clients, whos looking after you? When you are looking after your clients, do you have the best tools to do so? DataView Wealth manages all the aspects of your practice. Be empowered to service your client more effectively.

We run daily screening on all clients. We match against an ever growing set of lists, including politically exposed persons, heads of international institutions, sanctions, and criminals watchlists. View the results, mark them as false positive or valid, and view the effects on the client record. more info

Our ApprovalFlow engine lets you define the rules required in your organisation to ensure proper 4-eyes (or more) are applied to all critical data points.

Track all new opportunities against current and prospective clients. Enter advanced cashflow projections with probabilities of success. Track opportunities won and lost.

Easily onboard clients with the ability to adhere to compliance rules set up by the firm. Our compliance module lets you define the status management levels required to conform to a complete audit trail. Automate your KYC specifying rules for AML and CFT.

Using the Task Manager, you can streamline your entire business by making everything a task. These can then be assigned and tracked to deliver efficiencies and enhanced service to your client. Never forget anything that need to be done. Set custom due dates per task type.