Comarch Wealth Management is a multi-module investment system dedicated to private banking and wealth management. The software supports wealth management processes delivered to clients in the form of personal services identified as:
- Simplified investment advice – occasional advisory on investment products,
- Full investment advice – recurrent advisory on model portfolio,
- Execution only – transaction execution based on client’s own decision,
- Portfolio management – managing clients wealth by dedicated specialists.
Comarch Wealth Management focuses on the relationships and cooperation between advisors and clients regardless of the way the clients’ investments are managed: by self-service guided by robo-advisory or a relationship manager. In each of these scenarios Comarch Wealth Management system ensures a consistent user experience. Due to the omnichannel approach, this integrated and multi-module wealth management software allows to seamlessly continue processes through multiple channels and share information between clients and their advisors. Both groups also benefit from dedicated web and mobile apps.