By becoming a Carrick Partner, you will also receive exclusive access to Carrick Prime. This all-in-one management system has been custom designed for independent advisors, paraplanners and business administration support.
“One of our primary pillars of assistance to advisory firms is to decrease costs, risk and complexity. This bespoke solution allows us to do just that,” explains Fred van Niekerk, Carrick Partners General Manager.
“As an easy-to-use, cloud-based system, Carrick Prime allows you to manage your advisory business when you’re in the office, working from home, or on the go. Since can store everything in one place, it’s a step in the right direction to working smarter and saving time.”
The benefits of Carrick Prime
At Carrick Partners, our goal is to help our community of advisors create a client-centric practice. One of the primary benefits of our dedicated enterprise management software solution is its client management features.
“You can also record all of your client information and updates within one system, so you’ll always feel up to date and organised. This is absolutely essential to the process of relationship building,” explains Van Niekerk.
“Think about it like this: You’ll never lose your notes or forget what was discussed in meetings.”
Adding to that, Carrick Prime also ensures:
- Seamless and accurate reporting using real-time data, analytics and metrics
- Efficient business processing tailored for the financial advisory industry
- Peace of mind knowing that your client information is secure
- Streamlined client communication via in-app web, email and SMS
In addition, this all-in-one system also allows clients access to live portfolio data directly from onshore and offshore product providers. “This ensures that both advisors and clients can manage their investments and make decisions promptly,” Van Niekerk concludes.
Carrick Prime is more than simply software – it’s your partner in successful business management.
If you’re interested in learning more about the benefits of this solution, apply here or email us at: [email protected]