uAdvise<SUP>®</SUP> Financial Management Advisory Solution

uMonitor introduced uAdvise^® to serve the needs of relationship managers, financial planners, advisors, consultants, agents, brokers, CPA's & private client managers that provide financial services to mass, affluent and high net worth clients. Just another example of uMonitor creating simple, affordable solutions from complex technologies.

uAdvise^® was designed with direct input from financial service professionals who needed something simple, yet powerful, to improve their client relationships. With the introduction of uAdvise^®, we have achieved three goals to enhance client-advisor relationships, which are:

Allow financial professionals to get a total picture of internal and external assets and liabilities of a client account.
Bring unprecedented levels of client management capabilities to financial professionals to improve office productivity at a very affordable price.
Create a consistent purpose for the client to visit an Advisor's site.

When a financial consultant works with a client and develops a plan, they need information. Once they create the plan, they need to track it. uAdvise^® brings information in real time to the people who can do the most with the information. uAdvise^® brings all internal and external account information together and allows easy collaboration between clients and advisors., which results in, the account aggregation paradigm being shifted - the expertise of financial consultants and the interests of consumers are now together. uMonitor allows both the client and advisor to monitor accounts and (and the system) generates automatic alerts when certain conditions occur in their accounts.

Benefits to Financial Professionals:

Better client relationships.
Improved productivity.
Significant cost savings.
Real time access to all internal & external accounts.
More assets under management.
Faster more up-to-date reporting.
An unprecedented level of client management capability.
A personal portal for financial professionals to manage their entire client base.
No hassle set-up and no long term contracts to sign.
An affordable price that you won't find anywhere else.
Compelling reason for your clients to visit your site.
Simplify your client's life and your life!

Benefits to Clients:

Easy access to all information.
Single sign-on to the web.
All financial and non-financial information in one place.
Information on demand.
Real time dialogue with advisor.
Improved productivity.

With the current turmoil in financial markets, everyone needs better advice and guidance from their financial consultants - uAdvise^® facilitates this relationship. The service has been designed so that any group of financial professionals can have a private desktop to manage all of their clients. Any financial professional can subscribe to uAdvise^® without having to go through expensive and time-consuming contracting and IT set-up. The proactive financial professional can go to the uMonitor site, subscribe to the service and get a personalized service that they, in turn, can offer to their clients. This simple approach can give the professionals tools and information that they can use right away to manage client accounts, generate reports and help their clients with their financial life. At the same time, this brings to the client the power of the world's fastest Account Aggregation platform with the ability to simplify their online life with a single user name and password. Financial professionals can get this powerful service, personalized with their own information, for a low monthly subscription fee. No hassle, no extensive set-up, and no long term contracts to negotiate. The same powerful aggregation engine that large Financial Institutions invested millions of dollars in is now available to financial professionals with a few clicks. There is an institutional version of the service available as well, to satisfy the needs of the corporate reporting structures of large institutions.

A private labeled desktop for you to manage your book of business.