All-in-one wealth management platform

Comarch Wealth Management platform is designed to guide advisors and customers to experience the highest level of digital wealth services.   

We support universal banks, private banks and wealth managers. And no matter if you handle retail, affluent or HNW customers – we will help keep your service at the highest level, any way you deliver it: through personal advisory, hybrid remote interaction, fully automated robo-advice or self-investing (DIY), all within a wealth management system.  

Comarch Wealth Management software helps you deliver personalized and relevant wealth services by leveraging traditional human expertise with intuitive,multi-module and cloud enabled platform. Regardless of your organizational maturity, business scale and operational needs, the platform is the perfect match for you. 

wealth management software

How to guide customers in modern finance world?

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Personal advisory

If your business is driven by relationship-building, or wealth managers for whom personal interaction with end-customers is of the highest importance, Comarch Wealth Management is here for you. With it, you can accelerate your internal investment processes and deliver excellent experience for your employees while keeping the personal advisory service customer-oriented and of the highest quality.

Personal advisory

Hybrid advisory

With Comarch, you are able to keep relationship-management-driven services at the center of your offering while you also pay attention to digital collaboration and communication between wealth managers and their customers. We can give you the advantage of your business model combining both high-touch and high-tech approaches.

hybrid advisory

Robo-advisory

Customer channels and online offerings are an inherent part of the banking institutions’ strategy. Through those you can provide investment offerings to end-customers in a compliant and understandable way, that would also be automated, hassle-free and an enjoyable journey. Learn more

Robo Advisory

Digital trading

Acquire digitally savvy self-directed investors and provide them with best-in-class trading experience within a self-investing platform. Empower your existing customers with the right tools to increase their engagement. Retain customers and increase revenue without a large upfront cost.

Digital trading

Sustainability

Do you plan to make your wealth management offering ESG-oriented? Comarch Wealth Management software will help you assess customer preferences in terms of green products, offer sustainable product universe and analyze the actual impact the customer portfolio makes.

Personalization

Is personalization one of the driving values in your business? Our platform supports various personalization aspects, starting from getting to know customer preferences, constraints and behavior, to offering personalized investment offering, curated content, and individual communication.

Portfolio optimization

Do you want to strengthen your investment offering? Our optimization module will help you assess the potential of your product universe, bring insights that make you focus on the investments that really count, and make you include the optimal allocation of your products proposals. Learn more

Investment analytics

Do you struggle with delivering investment analytics that is comprehensive, transparent and hassle-free at the same time? Comarch Wealth Management software will take care of data aggregation, automate performance and risk analyses of customer portfolios, and deliver state-of-the-art investment reports.

Loyalty

Do you wonder how to engage your customers even more? Follow our philosophy of linking wealth management with loyalty flavor, by rewarding customer behavior, making special offers to most active end-customers as well as granting loyalty statuses and scores that drive customer engagement. 

How we help our customers?

Comarch Wealth Management platform supports banks and wealth managers across the globe at various time zones and regulatory frameworks. Each one is unique, but all excellent when it comes to creating the definitive wealth management software.

We equip your customers with self-service tools

With mobile Comarch Wealth Management Client Front-End you can better guide your customers towards financial discipline. Thanks to tailor-made investment ideas, notifications, or automated rebalancing, end-customers are always up to date with growing their wealth – and know how to grow it themselves.

We help to deliver a tailor-made service

Retail bank, Europe

800+ advisors | 1M+ customers | 50+ EUR AuM

Strategic goals

To scale up advisory services delivered to retail customers

Deliverables

A personal advisory capability given to the bank’s agents, to help them deliver investment proposal

Key results

A significant increase of advisory meetings with customers and boost of sales of third-party products

#mifid2 #omnichannel #straightthroughprocessing

We improve employee experience by automating their work

Comarch Wealth Management consolidates end-customers wealth picture and portfolio performance in one place to improve advisors work. Comarch Wealth Management system prioritizes your advisors’ tasks and activities and provides them with guidance, minimizing the risk of human error.

We help to deliver a tailor-made service

Universal bank, Middle East

100+ advisors | 4,000+ top segment customers

Strategic goals

To deliver state-of-the-art investment reports and data consolidation

Deliverables

A 360-degree customer representation and automated investment reports

Key results(s):

A fully automated investment reporting process, on-click customer insights availability consolidated from fragmented data sources

#islamicbanking #investmentaalytics #investmentreporting

We help you to deliver a tailor-made service

We believe everyone should be provided with the investment advice that suits them best. Comarch Wealth Management software lets you adjust your recommendations to customers’ risk appetite, knowledge or objectives – all based on their up-to-date financial picture. All in a single wealth management system.

Universal bank, private banking division, Europe

Numbers: 100+ RMs, 10,000 customers, 7 countries

Strategic goals

To standardize RM experience across all countries and digitize investment services in self-service channels

Deliverables

Hybrid advisory enabling the bank to prepare personalized investment offering and deliver it in a fully digital way

Key results

Increased number of interactions with customers, higher offering conversion, time savings and high quality data for RMs

#mifid2 #hybridadvisory #personalization

We deliver tools that make investment advice first-rate

Comarch Wealth Management’s own end-to-end advisory process – from customer onboarding, through portfolio building, up to reporting – will make your job much easier. We amplify operational efficiency, resulting in cost reduction, time savings and additional generation of business.

We help to deliver a tailor-made service

Universal bank, Asia

Numbers: 800+ agents, 300,000+ customers, 3 segments

Strategic goals

Onboarding of mass and affluent customers to the bank’s investment services

Deliverables

Personal advisory supporting the bank’s agents in selling own funds and APIs supporting customer’s channel

Key result(s): 

Shortening the time for customer assessment and advice, higher penetration of investment products in underinvested segments

#affluentsegment #modelportfolios #clientchannel

“We successfully deliver the Comarch Wealth Management platform, putting the client’s business objectives first. Our vision is long-term cooperation and product maintenance to help clients change and grow their business. It is a self-reinforcing process: on the one hand, our technology expertise and global experience, and on the other hand, clients’ open-mindedness and prudence in running their business.”

 

Mendelowski_Krzysztof

Krzysztof Mendelowski

Executive Vice President Wealth Management Division, Comarch

Discover more

Communication in wealth management

Wealth Briefing Mena Awards interview

Comarch Wealth Management white paper

High-touch and high-tech in wealth management: striking the right balance

Bank of Ayudhya (Krungsri) - enhancing the Wealth Management Proposition with the help of Comarch

Comarch's Head of Consulting on Vietnam and the Journey to Customer-Centricity in Asia's Wealth Management Markets

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