Advisory-driven relationship management
Make every RM the best RM their clients have ever had
Your RMs see which clients a recommendation suits and what to say, and your clients hear advice explained in their own language.
76% of RMs want AI that automates routine work and brings client insight
Rolodex answers with AI agents that prepare each client conversation, and one view of the client that most firms say they lack.
60%
of wealth management executives say their firm lacks a unified client view
Capgemini, World Wealth Report 2026
Without a live view of your advisory, RMs can’t tell whom to call today
Research and client data sit in separate systems, so a changed recommendation gives an RM no list of the clients it touches.
See the clients who hold or watch each live recommendation
Your research desk’s recommendations reach your RMs live, with every change alerted and logged.
Copy the recommendation
As one line of text, ready to send to a client
Track P&L live
On each client’s position, as the price moves
Place an order
On a client’s behalf, with one-click consent
Sensei writes client briefs in any of 10 languages
Each brief comes from the research report and the client’s own portfolio, and one broker’s study shows what the client’s language adds.
95%
of investors don’t prefer English
SEBI, Investor Survey 2025
Find where a client’s portfolio has drifted from your advisory
Rolodex matches each client’s holdings, positions and mutual funds to every live recommendation in Publisher, and marks where to hold and where to act.
Give clients a range of customised reports
An RM opens any report in one press, and each can go out weekly or monthly on a schedule.
Summarise the portfolio
Where the money sits and how it has moved
Compare advised trades
Trades on your advice beside the client’s own
Match your baskets
Each basket against what the client holds
Measure participation and revenue at every layer of your hierarchy
Map clients to RMs, branches and regions in User Access Management, and everyone sees the business beneath them.
Rolodex and Actions share one set of client data, so RMs and nudges agree
Your RMs and digital team in Actions read the same custom attributes and client data in real time, so they work together and save effort.
RMs save hours of preparation and spend them with clients
Rolodex has the client list and brief ready when a recommendation arrives, and each client hears advice that fits their own portfolio.
41%
of RMs’ time is spent on operational tasks, not clients
Capgemini, World Wealth Report 2026
<17%
of HNWIs say the advice they get is seamless and tailored
Capgemini, World Wealth Report 2026