XYZ Financial Advisory help individuals with wealth management and investment strategies using Yabonza Adviser Access.

XYZ Financials Advisory maximise their clients' wealth management portfolio with 360 visibility of property expenditure using Yabonza's Adviser Access Portal.

Customer Stories

Accounting Service

80% reduction in processing
time on each property

More Savings

Consolidating reporting to ensure easy calculations
of gross vs net position, valuations

Productivity Increase

Accurate, detailed
reports
for your clients

XYZ Financials are a leading financial advisory service. They help individuals with wealth management and investment strategies, including property and provide financial advise on clients’ investment portfolio.

Business Situation

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.

How Yabonza helps financial planners?

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. 

Results

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
tenancy app

Why Advisers Love Yabonza?

“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