Client management & profiling / Financial analysis & planning / Full advisory process / Simplified advisory process / Alerts & monitoring
This area consolidates all client’s wealth and allows for selecting appropriate investment strategy as well as product portfolio that will meet client’s needs and expectations depending on individual financial capabilities and objectives.
It can examine a given investment profile in line with regulatory requirements (e.g. MiFID) by evaluating its suitability as well as analyzing client’s financial situation and assets. The investment advisory software benefits advisors and managers by giving them insight into sales structure, client groups and product distribution across all business units.