Wealth Management Solution
Key Features
- End-to-end, award-winning Wealth Management software platform
- Advanced client and relationship management tools at all stages
- Prospects status tracking during the sales cycle
- Powerful KYC data collection workflows, profiling, scoring and user-friendly activities management
- Multi-services support (execution, advisory, discretionary)
- Service-based functionality for order management, proposal generation and rebalancing
- Complete coverage of traditional banking and global investment products with flexible asset classification tools
- Robust rules-based compliance engine to achieve effective risk control and compliance with regulations e.g. MiFID II solutions
- Multi-level performance analysis following GIPS standards and risk metrics
- Real time 360° client view and in-depth information through an extensive set of reporting views
- Market Risk Analytics tools with risk indicators such as VaR and Stress Testing
- Business analysis and top management reporting with 24/7 access to all data through web and mobile tools
- Completely flexibile, customisable and robo-advisory ready to deliver automated services
Benefits
- Unique customer experience with a customised approach
- Improved productivity and reduce operational cost
- Better-informed decisions by using the analysis tools provided
- Streamlined and improved communication with clients
- Control and monitoring risk at any time
- Proactiveness to market needs by delivering new products fast
- Compliance with international and local regulatory requirements
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