What is it?
Sapia Access is a model portfolio platform that allows easy management of client accounts alongside sophisticated portfolio management tools for investment managers. It is ideal for advisers whose models are managed by a third party manager.
What does it do?
In just minutes you can create a personalised quote/proposition for your client, with swift, live account creation and activation. The platform features full open architecture so advisers and clients can feel comfortable that their proposition is not limited by choice.
Who uses it?
Sapia Access is open to all advisers recommending model portfolios as part of their investment proposition and features dynamic online and tablet based investor portals for their clients.
Fits in your briefcase
Whether you're at your desk or out and about on your laptop or iPad, Sapia Access works on all devices.