Let your advisors fine-tune investment proposals thanks to deep understanding of client situation. Enrich your clients’ wealth management journey with self-directed investing and robo-advisory. Support the decision making process with our AI-based recommendation engine.
Comarch Wealth Management Advisor Front-Office helps provide investment management through a personal service. All to equip relationship managers with a solution that improves their efficiency and assures the highest standards of investment management services delivered to clients thanks to:
Custom portfolio building which allows for discretionary portfolio management
Investment advisory in line with suitability and investor protection standards
High focus on client situation and investment circumstances as well as actual client needs, preferences and expectations
Tight control over investment limits and business rules configured in line with the compliance and business philosophy requirements
Ongoing monitoring, detailed investment analysis and reporting shared with both RMs and clients
Targeted investment ideas offered to clients based on their investment situation and financial capabilities
Remote advisory and RM-client recommendation sharing
Paperless processes by giving investment proposals for approval in the client’s channel
The solution goes hand in hand with other Comarch Wealth Management business offerings which can extend the scope of services to DIY investment management or robo-advisory.
User-friendly client front-end is what defines our investment management software made for the B2C business model. It acts as a DIY channel where individual clients can carry on their wealth management journeys, in the self-service mode. Empower your clients in managing their investments thanks to:
Calculators which help simulate different investment scenarios
Various investment themes which might be of your clients’ interests
Simple investment plans with regular savings for clients who have a low-entry threshold
More advanced investment options for frequent traders and advanced investors
Analytics which deliver detailed insights about performance and risk of client positions
Investment option ideas
All the features embedded in our investment management software are aimed at supporting the DIY approach, improve client engagement and their investment activities. Self-directed investing is a perfect stand-alone offering, but also an excellent add-on to a personal service where wealth managers monitor client activity in an app and can make recommendations accordingly.
Robo-advisory addresses a specific type of financial advisory which is about providing advice and investment management online, with minimum or no human involvement. Comarch Wealth Management for robo-advisory is a white label investment software with configurable logic and business rules towards each and every institution. It acts as an end-to-end platform with fully controlled investment propositions and straight-through processing which assures a high level of automation and integrity thanks to:
Excellent client journey which guides the client from investment onboarding to execution
Option to launch many investment goals and portfolios with different contributions behind
Investment proposal matching client goals, and preferences and life stages
Control over compliance and suitability limits
Automated rebalancing with no client involvement
Readiness to integrate with core systems and market execution platforms to handle client onboarding, account opening and order execution
All this is accessed via dedicated applications or API, and integrated with your internal data or external partners. Each setup is country-specific, so you don’t have to worry – our robo-advisory will always be in line with your bank’s requirements in terms of investment constraints and rules.
Comarch Wealth Management brings disruptive solutions to the world of investment management software. AI-based recommendation engine has a positive impact on daily duties of your investment advisors, wealth managers and portfolio managers, helping them with recommending the best products out of a diverse product universe.
Your investment officers will get a tool that enhances the model portfolio creation thanks to additional insights. These come from an AI-based supermodel with 20 year long market behavior analysis, which can assess fund attractiveness and rank funds used for building model portfolios. At the end of the day, your clients will receive tailor-made product proposals, with you being able to:
Periodically review product recommendation lists
Facilitate tactical allocation of asset and sub-asset classes
Identify products in portfolios that may be switched for more prospective ones
Help your RMs and clients to compare products in terms of their market potential
Create and review models out of top products
Investment management software powered by AI is now becoming a trend. By using public data, such as mutual fund quotes, commodity prices, market indexes, FX rates and macro data from major economies, we were able to build an AI-based product ranking that predicts which funds would have the highest rate of return in the nearest future.
Tell us about your business needs. We will find the perfect solution.