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Client Reporting & Communication

Client Reporting & Communication

The solution covers:

  • Client portal – an interactive portfolio overview and drill-down capabilities, portfolio performance & risk figures, insight into all investment & bank products accompanied by news & messages, private forum personalized advice and monitoring of investment goals and constraints
  • Multi-channel communication with THE advisor by audio/video-chat, pulpit sharing, virtual branch, advisory sessions, text chat, social networks
  • First rate report viewer and online access to the report library with the possibility of customized report setup (components, language, currency, format, etc.)
  • Mobile reporting applications for tablets and smartphones covering the portfolio analysis, product information and communication tools.
  • Your financial and personal assets in one integrated solution

    Comarch Wealth Manager is a unique solution designed especially to manage your wealth. Take care of your assets and liabilities no matter where they are. Consolidate all important information about your wealth in one smart application and stay in touch with your personal advisor any time you need.

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