Comarch Wealth Management is an integrated, multi-module platform dedicated to retail, affluent and private banking client segments. The platform supports wealth management service providers and their clients in delivering the following:
- Recurrent advisory – fully automated or hybrid investment advice
- Simplified advisory – occasional assistance with choosing investment products
- Execution only – direct access to trading desks enhanced with support for order execution and all administrative tasks
- Portfolio management – traditional discretionary portfolio management of individual client assets
Comarch Wealth Management focuses on the relationship and cooperation between advisors and wealthy clients regardless of the way client investments are managed: be it fully automated robo-advisory with the help of a chat bot, or personal advisory carried out by a relationship manager. In both of these cases, Comarch Wealth Management ensures a consistent user experience. Due to its omnichannel approach, the platform allows to seamlessly continue processes through multiple channels and share information between clients and their advisors.