Standardize your processes and increase your NPS score
Do what the independent investment advisers with the highest NPS scores do: organize and automatize your processes to offer clients the highest standard of service.
Leave your back-office tasks to Holmes
We create automated workflows so that you can control, standardize and centralize your back-office requests and approvals, eliminating the need for spreadsheets, emails, messages, and Kanban.
Transform your investment advisory processes and stand out from competitors.
More than 40 workflow templates to choose from
Use the workflows already used by advisors with the best service ratings or create your own.
Application
Opening accounts
Fixed income
Investment and redemption
Recommended portfolio
Investment
Recommended portfolio
Redemption
What our clients say about Holmes
“We were looking for a tool that would allow us to better organize and formalize processes and provide a macro-overview of their status. In this regard, I am pleased to say that Holmes fully met our expectations.”
Guilherme Faraco
JB3 Investimentos
