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 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.
Additional functionality of managerial 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 dedicated setup towards different business lines and client segments as well as flexible management of business objects and contents.