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Soup.io > News > Technology > Embracing the Digital Age: Avestar Capital’s Journey Towards a Fully Digital Wealth Management Experience
Technology

Embracing the Digital Age: Avestar Capital’s Journey Towards a Fully Digital Wealth Management Experience

Cristina MaciasBy Cristina MaciasAugust 3, 2023No Comments3 Mins Read
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Embracing the Digital Age Avestar Capital’s Journey Towards a Fully Digital Wealth Management Experience
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In an era driven by technology, it is important for businesses to adapt and embrace the digital landscape. Avestar Capital LLC is at the forefront of this digital transformation, to address the evolving needs of this tech-savvy generation. Clients can access their investment portfolios, monitor performance, execute trade and perform various transactions online. This digital empowerment gives clients the flexibility and control to manage their wealth anytime, anywhere. With a focus on digital onboarding, digital distribution, going paperless and leveraging advanced tools like DocuSign and Calendly, Avestar Capital is building a seamless and convenient experience for a new generation of clients.

Traditionally, wealth management involved in-person meetings and physical paperwork. Avestar Capital recognizes the shifting preferences of clients and the need to meet them where they are. Through digital distribution channels, the company aims to deliver personalized investment strategies, market insights and performance updates directly to clients’ digital devices, in addition to in-person meetings. This digital distribution strategy enables clients to access relevant information in real-time, empowering them to make informed investment decisions at their convenience.

Avestar Capital understands the importance of a smooth and efficient onboarding process. By going digital, the company will eliminate the need for lengthy paperwork and manual documentation. Clients can complete the onboarding process online, saving time and reducing administrative burdens. Through a user-friendly digital interface, clients can provide necessary information, submit documents and securely authenticate their identities. The onboarding process will leverage DocuSign to enable secure and efficient digital signatures. DocuSign eliminates the need for physical signatures on documents, reducing paperwork and speeding up the document signing process. Clients can conveniently sign documents electronically, ensuring a legally binding and secure. This digital solution not only enhances the overall client experience but also enhances security by eliminating the risk associated with physical document handling and storage. This approach will ensure a hassle-free onboarding experience, allowing clients to access Avestar Capital’s services quickly and conveniently.

To streamline client interactions, Avestar Capital will integrate with Calendly to allow clients to schedule meetings and consultations with their advisors at their preferred times. Clients can view advisors’ availability, select suitable time slots and receive automated reminders. Calendly eliminates the back-and-forth of scheduling and ensures a seamless and efficient client-advisor interaction.

Avestar Capital is committed to reducing its environmental footprint by embracing a paperless approach. By digitizing documents and adopting electronic workflows, the company eliminates the need for excessive printing and physical storage. Going paperless not only benefits the environment but also improves operational efficiency. Digital documents can be easily stored, organized and retrieved, allowing for seamless collaboration among team members. This digital transformation enhances productivity, minimizes errors and ensures that information is readily available when needed.

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Cristina Macias
Cristina Macias

Cristina Macias is a 25-year-old writer who enjoys reading, writing, Rubix cube, and listening to the radio. She is inspiring and smart, but can also be a bit lazy.

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