Technology to streamline your practice with smart asset cataloguing and digital safe keeping of client documents with Teleskop.
Most interactions are one-off and it is hard to foster long term generational relationship.
Teleskop sets you apart with digital tools in your practice, built to create a competitive advantage for client relationships that last.
Store, centralise and secure client assets with ease.
Teleskop provides a complete, up-to-date view of each client’s financial health, enabling you to identify new opportunities and offer proactive advice. By helping your clients gain visibility of their wealth, you can add more value and build meaningful relationships as their trusted advisor.
Transform one-time engagements into trusted partnerships.
Strengthen client relationships by offering a comprehensive legacy planning solution. With Teleskop, you can provide ongoing value and support — ensuring your clients have a well-organised, accessible record of their assets. Demonstrate commitment to your clients’ long-term needs.
Support your clients with complete peace of mind.
Tools for your clients to pass on emotional and financial aspects of their legacy built over a lifetime to their loves ones. The sophisticated release mechanism enables them to share personal messages, cherished memories, and emotional belongings. Our bereavement concierge adds a human touch to the process.
Our specialised Bereavement Concierge guides your clients and their families in their grieving period with a customised care plan.
Our 8-pillar framework is designed to help with legal and administrative tasks, estate settlement, financial matters and also counselling for loss, if needed.
We help build and foster a deeper generational relationship of trust with the estate planners and lawyers.
