For advisers

WE BELIEVE IN THE VALUE OF A FINANCIAL ADVISOR

In the digital world we live in, we have access to information, everywhere, all the time. As an advisor, you need, more than ever, all the information about your clients. An information race is ongoing today, and Metafore can help you win it.

Built by advisers, for advisers, Metafore opens a window to your client’s total financial image, and the more you know, the better advice you can give.

The tools in Metafore bring you closer to your client, and your client closer to you. You have continuously updated information available when you communicate with your client. Planning features enable evaluation of client data, analyzing opportunities and developing your strategic advice.

Combining your expertise with the market’s best web technology, you offer a complete customer experience that gives you a competitive edge. You want that advantage, and advisors who understand the importance of the right tools in combination with personal competence will win.

The choice is yours, time is now. The answer is Metafore.