Financial planners are educated in helping clients navigate their property-related decisions.  For XYZ Advisory, when it comes to clients’ with property investments, many don’t come equipped with proper record keeping, this can lead to lengthy delays in the advice process.  Having up-to-date record-keeping and reporting allows for greater insight and accuracy for their clients; types of properties to suit various risk profiles and different life stages, affordability or whether they can take the next steps in the buying process.

A much-needed solution that XYZ’s advisory team requested was to have a clearer view of their clients’ investment information.  With the help of Yabonza, they can access instant updates on their clients’ entire property portfolio through the Adviser Access portal.  In a matter of minutes, an adviser can offer an even better, holistic financial advice service based on this real-time visibility. 

XYZs team of advisors now can provide deeper insight and detailed reporting of their clients’ investment portfolio:

• 80% reduction in processing time on each property
• Consolidating reporting on all properties to ensure easy calculations of gross vs net position, valuations
• Accuracy & detailed reports of each investment property

“We’ve been quite impressed with Yabonza’s visibility and reporting that allows us to be ahead of our competitors and better serve our clients”

Davina P – Managing Partner of XYZ Financial Advisors