Hypact Advisor

The tool provides an integrated environment for advice, mediation and communication. Here, customers can easily submit documents, which advisers can effortlessly process within advice and mediation.

Hypact Advisor provides an integrated environment where clients can easily submit documents and advisers can manage them effortlessly.

Hypact Advisor’s client environment offers a range of functionalities for your clients. They can fill in their own client profile, provide essential documents and data, and start working directly with your feedback on provided documents. In addition, Hypact Advisor makes your advice calls even more efficient: you can now advise online with the ability to share relevant parts of your screen during video calls, all within the secure client environment. Online advising is easier and more interactive than ever with Hypact Advisor.

Hypact Advisor makes preparing your advice reports quick and effortless. The software is specially designed to simplify the recording of divergent client choices and provides a largely automated process. This helps deliver compliant and accurate advisory reports, ensuring quality and compliance in your advisory work.

Is your client faced with the choice between moving or remodelling? Buying off ground lease or not? Or are they hesitating between a new home and existing construction? With Hypact Advisor, this is no problem. You can easily juxtapose all these scenarios and present them clearly to your client. Everything clear in one file. Hypact Advisor makes complex decisions clear and accessible, both for you and your client.