What Customer Management Software does for a investment advisor
Customer management software tracks repeat customers, their purchase history, contact details and preferences in one central database. For a investment advisor, the value shows up exactly where the work is hardest.
Investment advisors track client portfolios, investment performance, fees and regulatory compliance. Investment advisor margins come from management fees on assets under management.
Clients and regulators expect transparent fees and strong investment performance. Veira handles that as part of the same sale, so compliance is not a separate evening job.
Investment Advisors run differently, and the software should too
A generic till misses the details that decide whether a investment advisor makes money. These are the ones that matter:
- 1
The daily reality
Client account and portfolio tracking. Customer Management Software built for a investment advisor turns that into a number you can act on, and you also see every customer's full history: what they bought, when they paid, their preferences and contact details.
- 2
Where the margin leaks
Investment performance measurement. Customer Management Software built for a investment advisor turns that into a number you can act on, and you also track loyalty and repeat customers to reward them with discounts or priority service.
- 3
What slows the counter
Fee calculation and billing. Customer Management Software built for a investment advisor turns that into a number you can act on, and you also segment customers by purchase pattern to target promotions to the right people.
- 4
What buyers expect
Regulatory compliance. Customer Management Software built for a investment advisor turns that into a number you can act on, and you also send automated birthday or anniversary reminders to keep customers coming back.
What to look for in Customer Management Software for a investment advisor
- Mobile-first customer lookup (no staff training required). This matters for a investment advisor because of client account and portfolio tracking.
- Offline customer database so lookups work during outages. This matters for a investment advisor because of investment performance measurement.
- Built-in loyalty points or punch card system. This matters for a investment advisor because of fee calculation and billing.
- Simple customer segmentation and targeted promotions. This matters for a investment advisor because of regulatory compliance.
A notebook and a basic till, or Veira
| Notebook or basic till | Veira | |
|---|---|---|
| Counting stock | By hand, rarely matches the shelf | Live by item, branch and value |
| M-Pesa at the counter | Checked on a separate phone | Matched to each sale automatically |
| eTIMS invoices | Typed in later, if at all | Filed on every sale, even offline |
| Knowing your numbers | A monthly guess | Live margin and takings on your phone |
A real investment advisor example
A Nairobi investment advisor managing KES 100 million for 20 clients cannot track individual portfolios or performance.
- Client account and portfolio tracking.
- Investment performance measurement.
- Fee calculation and billing.
- See every customer's full history: what they bought, when they paid, their preferences and contact details.
- Track loyalty and repeat customers to reward them with discounts or priority service.
- Segment customers by purchase pattern to target promotions to the right people.
Every sale on Veira files a compliant KRA eTIMS invoice, online or offline. Clients and regulators expect transparent fees and strong investment performance.
Customer management software tracks repeat customers, their purchase history, contact details and preferences in one central database. Here is what that looks like with Veira:
- See every customer's full history: what they bought, when they paid, their preferences and contact details
- Track loyalty and repeat customers to reward them with discounts or priority service
- Segment customers by purchase pattern to target promotions to the right people
- Send automated birthday or anniversary reminders to keep customers coming back
Frequently asked questions
Is Customer Management Software hard to set up for a investment advisor?
Does it keep working offline?
Does it handle M-Pesa for a investment advisor?
Is it KRA eTIMS compliant?
How much does Customer Management Software cost for a investment advisor in Kenya?
Can it run more than one investment advisor?
Based on KRA eTIMS regulations and interviews with 5,000+ Kenyan businesses
Whether you run one investment advisor or several across Kenya, Veira gives you customer management that fits the trade instead of fighting it. Book a free demo and see it work with your own investment portfolio management.