Deliver holistic financial advisory with ease
Getting a complete overview of your financial situation isn’t always easy. Even a seemingly straightforward setup – a modest savings account, a pension plan, a house with a mortgage – can become tricky to explain, for a married couple with children. Add a layer of complexity, like a business with a holding structure, and the challenge multiplies.
Relying on complex spreadsheets or systems filled with details isn’t enough. What you need is a way to communicate this information simply and effectively.
Wouldn’t it be great to have a platform that makes this effortless – one that can handle even the most intricate financial structures and document the entire advisory process?
Introducing the Obex platform
The Keylane Obex platform empowers financial advisors to input and consolidate customer data into a clear, comprehensive overview. It provides a foundation for crafting insightful “what-if” scenarios to guide your customers toward the best financial decisions. Along the way, you can introduce additional products tailored to their evolving needs.
The result? A detailed, accurate report outlining actionable recommendations for immediate and future steps – helping your customers stay on the right path.
As-a-Service
The Obex platform is designed as a true service-oriented solution. You can start using it immediately, without any contractual commitment. Plus, integration is flexible – begin with what matters most and expand as needed.
Learn more
Discover how the Obex platform can transform your financial advisory approach. Contact Lars Jacobsen, Director, at lars.jacobsen@keylane.com for more information.