Financial Advisors
All Financial Advisors are not created equal. Although most Financial Advisors have access to the same products and services, the way they strategize, present and deliver on their services vastly differ.
Allow Brilyant to elevate your ability to engage with your customers, present distinct strategy and over deliver on all of your services.
How it works?
Brilyant software is designed to ensure that your client data is secured, compliant and easy to access.
Advisors will have access to client data, workflow, campaigns and customer communication, all in the cloud, secured and compliant.
Single advisor
billed monthly
Unlimited Users
Cloud Based Platform
Branded IOS App
Automated KYC
Secure Document Storage
Customer Communication Tools
Office (3 advisors)
billed monthly
Unlimited Users
Cloud Based Platform
Branded IOS App
Office (6 advisors)
billed monthly
Unlimited Users
Cloud Based Platform
Branded IOS App
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