Client management & profiling / Financial analysis & planning / Full advisory process / Alerts & monitoring
The module consolidates all client’s wealth and allows for selecting appropriate investment strategy as well as product portfolio that will fulfill 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, Dodd Frank, etc.) by evaluating its suitability as well as analyzing client’s financial situation and assets. The solution benefits advisors and managers by giving them insight into sales structure, customer groups and product distribution across all business units.