Amity Wealth offers its advisor partners the use of an integrated investment planning and comprehensive investment administration system. The system allows advisors to communicate with clients using their own letterheads and company logos.

Investment planning software

Our investment planning software makes it possible for our advisor partners to prepare a detailed, compliant investment proposal efficiently and which is also unique to that client. The proposal will combine sound financial planning and investment planning principles and will show automated cash-flow projections which will assist advisors to manage client expectations right from the start of the client relationship.

Investment administration system

Amity’s investment administration system is designed with an investment focus. It integrates client information, investment proposals and quarterly and annual investment reports. This system is the cornerstone of any investment advisory business as it can be programmed to segment clients into categories, schedule client meetings, generate investment proposals and reports, keep records of important documentation and to assist in the client relationship management process. Every event and process in the business can be managed through the investment management system.

Investment administration back office

The Amity investment administration system offers advisors a one-stop back office facility which simplifies the advisor’s administration process and record-keeping. All that the advisor’s administrator needs to do is to scan documents and e-mail them to Amity. Our process sorts the documentation and stores it in a user-friendly manner that is fully compliant with the FAIS Act. Our system schedules quarterly and annual reports and our back office generates the investment reports. Thanks to our back office, administration tasks are easily and quickly accomplished.

Electronic record-keeping

The Amity investment administration system makes record-keeping easy. All documents are scanned and filed electronically. In order to be fully compliant with the Financial Advisory and Intermediary Services Act and the Financial Intelligence Centre Act, electronic record-keeping is essential and this system is designed to demonstrate excellence in this area.