Comarch Wealth Management is an integrated, multi-module platform that allows you to give the finest investment advice to all your clients, no matter who they are, and how they change.
Recommend next steps in minutes. Stay reachable. Build relationships that last.
We've built our system to guide advisors and clients to the right investment decisions, step by step.
No matter how many clients you have, which segment they belong to, or how experienced your advisors are, you will keep your service at the highest level.
Better yet, it will take you less time than you think. It only takes a glance to have a full client investment picture - and that means you can give accurate recommendations within one meeting.
Also, you'll be much easier to get in touch with. Think client app, online meetings, shared investment ideas, and more.
But what really counts, is that you'll find it easier to keep your finger on the pulse. So whatever changes your clients or the markets may experience, you will be set and ready for what’s ahead.
This is how relationships grow stronger.
The competitive edge of the Comarch Wealth Management platform stems from a unique combination of functions supporting the traditional, personal way of maintaining the bank-client relationship, as well as the digital and innovative approach towards wealth management services and offerings. Personal investment advisory or discretionary portfolio management, hybrid or fully automated robo-advisory conducted with the help of AI engines – depending on your needs and business model, we can deliver what suits you most.
‘One size fits all’ approach
We believe everyone deserves excellent investment advice, the one that fits best. And so, the Comarch Wealth Management system lets you fine-tune your recommendations to client needs, financial capabilities, or risk appetite - all based on their up-to-date financial picture. All in a single system.
Unstable business, confused clients
Automated modules embedded in the platform amplify operational efficiency, which results in cost reduction, saved time, and an additional business generation. CWM’s proprietary end-to-end advisory process - from client onboarding, through relationship nurturing, to reporting will make your job much easier.
Weak employee experience
We provide employees with performance and analytical tools to make their work smooth and efficient. Comarch Wealth Management prioritizes advisors’ tasks and activities by consolidating and monitoring vast data sets. It also guides advisors every step of the way, minimizing the risk of human error.
Thanks to the Comarch Wealth Management software, your clients can get in touch with their advisors using video chats or text messages, but also take a peek into advisors’ calendars to schedule a meeting. With the Comarch Wealth Management software, you can guide your clients towards financial discipline: thanks to investment ideas, notifications or automated rebalancing, the clients always stay on top of growing their wealth.
This area consolidates all client wealth across internal and external sources and creates a thorough client investment picture being a starting point of every client-advisor interaction. The advisory process is based on the analysis of client’s financial situation and investment needs, followed by the assessment of client risk appetite. Optimal recommendations for the particular client situation and goal parameters are then generated, pertaining both to product and model portfolio advisory.
The process of individual portfolio tailoring is monitored in terms of product suitability, appropriateness, and other business limits. The whole process is also documented and archived both for internal audit purposes and client or regulatory reporting needs.
The management reporting gives insights into overall business growth, structure and activity, letting decision makers monitor the business and shape its appropriate strategy across different business units.
Wide capabilities of the system and process configurations enable a tailor-made setup towards different business lines and client segments, as well as flexible management of business objects and contents.
Multichannel client front-end is an AI-driven investment recommendation solution which provides the clients with their current wealth snapshot, portfolio performance, and market news. Depending on the context, it can run on various devices automatically: from smartphones and desktops through VR goggles and car head units. In so doing, it allows financial institutions to seamlessly guide their digital-native clients towards financial soundness and investment engagement – in the most convenient way possible.
The solution automatically extends tailored portfolio alerts, product recommendations, or investment ideas based on market sentiment as well as client preferences or online activity tracked via specialized apps. It serves as:
The Reporting engine is responsible for mass generation of comprehensive client investment reports distributed to Advisor front-office, Client front-end, the financial institution’s client portal, or other resource. The reporting function is responsible for creating report templates as well as final reports, which are generated and distributed to advisors and end-clients in accordance with setup schedule and regularity.
The analytical engine supports financial institutions with a powerful engine responsible for various performance and risk analyses. The calculations provide relationship managers, portfolio managers, and clients with relevant portfolio measures, seamlessly feeding Advisor front-office and Client front-end channels. The engine also enhances the client front-end function with appropriate data and calculation results, providing end-clients with portfolio reporting and other investment insights.
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.
Tell us about your business needs. We will find the perfect solution.