Wealth management software

Comarch Wealth Management is a multi-module, cloud enabled platform designed to guide advisors and clients to experience the highest level of digital wealth services with a wealth management system. We disrupt financial services to be personalized, intuitive and relevant. We leverage traditional human expertise with the insights from data intelligence and machine learning. 

Comarch Wealth Management software supports universal banks, private banks and wealth managers. 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.

wealth management software

Key deliverables

Comarch Wealth Management platform provides core functionalities that will suit every client’s preferences, allowing your business to attain the most desired level of customer service.

Personal advisory

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.

hybrid 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 clients. We can give you the advantage of your business model combining both high-touch and high-tech approaches.

Robo Advisory

Robo-advisory

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

Digital trading

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 clients with the right tools to increase their engagement. Retain clients and increase revenue without a large upfront cost.

Wealth management delivered differently

What makes Comarch Wealth Management software unique and future-oriented, are the areas of excellence that contribute to the quality of investment services delivered through the platform.

Sustainability

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

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

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.

Investment analytics

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

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 customers as well as granting loyalty statuses and scores that drive customer engagement. 

Diversified client portfolio

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 clients towards financial discipline. Thanks to tailor-made investment ideas, notifications, or automated rebalancing, clients 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

Keywords

#mifid2 #omnichannel #straightthroughprocessing

We improve employee experience by automating their work

Comarch Wealth Management consolidates customers wealth picture and portfolio performance in one place to improve advisors work. Comarch Wealth Management system prioritizes advisors’ tasks and activities and provides guidance to advisors, 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

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

Keywords

#islamicbanking #investmentaalytics #investmentreporting

We deliver tools that make investment advice first-rate

Comarch Wealth Management’s own end-to-end advisory process  – from client 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.

Universal bank, Asia

800+ agents | 300,000+ customers | 3 segments

Strategic goals

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

Deliverables

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

Key results

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

Keywords

#affluentsegment #modelportfolios #clientchannel

“Delivery of the Comarch Wealth Management platform does not only entail the implementation of the system. We take care of our clients starting from day one, and ending with long-term system maintenance and upgrade”

 

Mendelowski_Krzysztof

Krzysztof Mendelowski

Wealth Management Division Director, Comarch

Discover more

5 steps how to be competitive on #wealth management market the newest technologies

Communication in wealth management

Comarch Wealth Management product video

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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