Prompt Capital Monitoring

Prompt Capital Monitoring offers a bespoke licensable software solution that enables financial advisers to monitor their client’s investment plans daily.

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Prompt Capital Monitoring offers a bespoke licensable software solution that enables financial advisers to monitor their client’s investment plans daily, within profit-and-loss parameters, allowing extensive customisation to suit the client’s requirements, attitude to risk, and capacity for loss.

The PCM system boasts impressive functionality, alerting the financial adviser when parameters are breached, instigating conversations with clients that are timely and relevant. This exhibits a demonstrable on-going service that meets Retail Distribution Review standards, and allows greater interactivity with the client. This in turn is a great boost for the adviser-client relationship, fostering increased trust levels.