Sovetnik.io

Main articles:

• CRM (Customer Relationship Management System)
• Types and capabilities of modern VKS systems

Sovetnik.io - an online platform of personal offices for independent investment advisers, financial advisers and their clients.

2022: Modules Sovetnik.io

Thanks to the Sovetnik.io platform, advisers can completely go to digital without the cost of developing their own IT: hold online meetings, make investment recommendations in several clicks and save time on reports.

System modules (as of January 2022):

• CRM
• White label
• Monitoring of client's investment portfolios
• Convenient reporting to the Bank of Russia
• Electronic Document Flow
• Video conferencing, chat, integration with Telegram
• Investment recommendations
• Personal Financial Planning
• Integration with brokers to automatically pull up portfolio data

Users of the platform are investment advisers included in the register of the Bank of Russia, and qualified financial advisers.

2020: Launch of the platform Sovetnik.io

Fintech-startup Vinvestor"" On August 17, 2020, he announced that he had launched Russia an online platform Sovetnik.io. The service will help private investors manage capital on the recommendations of investment advisers certified. Bank of Russia

The digital platform allows you to automate the sphere of investment consulting: from customer profiling to video consultations and reporting to the Bank of Russia.

Sovetnik.io makes the services of investment advisers more accessible and solves the problem of private investors who do not have enough time and experience to make transactions in the stock market. As of August 17, only nine independent advisers can provide investment advice in Russia. They comply with the requirements of Russian legislation and are included in the unified register of investment advisers of the Bank of Russia, which regulates the sphere. Thanks to the development of the Skolkovo resident, the investor can receive the recommendation of a certified adviser, being anywhere in the world.

"Over the past year, Russia's private investor market has grown by about 50 percent. Due to the decline in the profitability of deposits, people became more actively interested in investments, the services of advisers become in demand. The Sovetnik.io platform allows you to scale the business of investment consulting. Now advisers can completely go into the "figure" - hold online meetings, make investment recommendations in several clicks and save time on reports. At the development stage, we talked with advisers and focused on their wishes, "said Roman Zabrodin, CEO of Vinvestor.

The client can conclude an agreement with the adviser remotely. The parties sign the document with a simple electronic signature. The platform software supports the necessary protocols and security certificates.

Advisers get the opportunity to collect ready-made portfolios for novice investors and give individual investment recommendations taking into account the requirements of the regulator. The document is sent to the customer's personal account and to e-mail.

"With the entry into force of the law on investment advisers, there was an additional burden and responsibility both to customers and to the Bank of Russia. We met the guys from Winvester at a profile conference. They presented ideas for creating and developing a platform that would not tie us to the products of one vendor. As a result, I became a consultant to the project. In the pilot version, it was possible to realize the main needs of the investment adviser, "shared Vitaly Shevelev, an independent investment adviser.

The system contains a built-in chat for communication with the client. If necessary, the adviser may consult by videoconference to elaborate on the portfolio management strategy. If something is incomprehensible to the client, the adviser at the time of the video call will draw notes on the slides and graphics displayed on the screen. The developers' plans include the integration of chat with Telegram and WhatsApp for investors who are used to solving issues in instant messengers.

In the future, the company plans to integrate Sovetnik.io with the internal systems of brokerage companies in order to carry out transactions on the securities market directly from the personal account of the investment adviser on behalf of the client.