Comarch Wealth Manager – the latest Comarch app for the financial market is available now in AppStore. The solution is dedicated to end-clients of wealth managers, private banking, family offices.
The most important areas of the wealth management process supported by the solution include, among others, the personal wealth inventory, asset information and contact storage, value and cash-flow analyses, communication with the bank or the family office.
The app for end-users is available via both iPad and a web channel, and can be used when the user is granted access by their bank or office. The connection with a bank account is necessary to load information on client’s investments. Apart from that, the solution allows to manage client data and uses Comarch Smart Finance Multichannel Platform, which works as a multiproduct and multichannel integration layer.
To learn more download the app here >>