Kwiper is designed for financial advisors seeking a robust planning tool. It offers intuitive client management, real-time analytics, and seamless reporting, setting it apart from competitors. Ideal for boosting efficiency and providing comprehensive insights.

What are the main features of Kwiper?

Streamlined Client Management

Kwiper simplifies the management of client information, making it the perfect tool for busy financial advisors. It allows for comprehensive data storage and easy retrieval, streamlining the entire process.

• Centralised Database: Access all client details from a single, organised location.
• Customisable Profiles: Tailor the information fields to suit individual client needs.
• Effortless Updates: Keep client records up-to-date with minimal effort.

Real-Time Analytics

Understanding client needs and market trends is crucial, and Kwiper's advanced analytics capabilities offer real-time insights. This helps advisors make more informed decisions and tailor strategies effectively.

• Dynamic Data Visualisation: Transform data into easily readable charts and graphs.
• Trend Analysis: Stay ahead with predictive analytics and trend forecasting.
• Custom Reports: Generate bespoke reports based on real-time data analysis.

Seamless Reporting

Creating and sharing reports has never been easier. Kwiper offers a variety of reporting tools that cater to the diverse needs of financial advisors. Generate detailed, professional reports in no time.

• Automated Reporting: Quickly generate reports with minimal input.
• Professional Templates: Use pre-designed templates for polished, professional results.
• One-Click Sharing: Effortlessly share reports with clients and stakeholders.