Differentiate your client advisory services
Improved probability of achieving goals
By supporting the construction, allocation and monitoring of your investors’ assets, odds are optimized towards helping them achieve their financial objectives.
Build long term investor relationships
Discerning data and analytics generate risk-return profiles on each portfolio enabling you to offer clients multiple investment choices and guide them on decisions over their investment time horizon.
Achieve regulatory compliance
Risk analytics and reporting help facilitate regulatory compliance and enable wealth managers to run advisory campaigns that are compliant with regulations and appropriateness requirements.
Lower operational costs
Increase efficiency and lower operational costs through one single solution designed to support regulatory requirements, asset allocation, risk management, marketing, and advisory services.
With capabilities to offer personal and intelligent goal-based investment advice, Wealth Managers can successfully expand and grow their business with mass affluent, private and retail clients.
Deploy as a hybrid or complete Cloud solution
- Portfolio performance monitoring
- Multi-period simulation
- Simulated data feeds
- Market data for risk analytics
- Data security and confidentiality