Wealth Management / Private Banking

Professional investment advisory, as well as services rendered in wealth management and the offering of investment products, represent the area in which client trust toward financial institutions plays a key role. Building up these relations takes place at every stage of the client handling process. Starting from becoming familiar with their needs and expectations, through to support in the optimal allocation of their assets, choosing the right investment products, the product sales process, monitoring the realization of investment goals and finally regularly informing the client about their achieved results, risk and new investment possibilities.

Comarch’s solutions for the Wealth Management / Private Banking sector support the management of wealth for the most demanding clients (often based on complex financial instruments), as well as the building of standard and individual investment-pension products for a wide group of financial institution clients.

Learn more about our offer:
Investment advisory – managing client relations, choosing the right investment-pension product, which is in accord with the client’s means and expectations as well as the monitoring of their investment.
Handling the investment process - the making and realization of investment decisions, registration of orders and transactions, up to date information pertaining to the managed assets as well as a wide integration with market data providers and counterparties.  
Handling derivatives - the complex handling of transactions on derivatives made by the bank’s clients using the corporate banking system and bank dealers, derivative valuation and the calculation of margins and risk.
Reporting investment results for clients – generating reports of the highest caliber, which include: the value, profitability and risk of the client’s investment-pension product, which is based on investment funds, shares and other financial instruments.
Measuring effectiveness – a complex analysis of the investment results, calculation of effectiveness indicators as well as performance attribution analysis.
Risk management - rating indicators and measuring market risk tools, what-if analysis, an optimization of the investment portfolio as well as the pricing of complex financial instruments.

Download:

• Comarch IT solutions for Private Banking & Wealth Management - leaflet