Wealth Management
The solution supports the following processes for the high net worth and mass affluent segment:
- investment advice and monitoring in line with the relevant compliance regulations
- integrated financial planning: all financial needs and life-stages are supported
- definition, simulation and management of financial goals
- support for the full advisory life-cycle
Key functionality:
- Single customer view
- Fund and securities catalogue
- Risk questionnaire
- Investment proposals
- Goal-based planning
- Tax-aware planning
- Stochastic engine
- Risk and performance management
- Rebalancing
- Alerting
- Client reporting
Benefits:
- Aggregated customer position with rich analytics
- Integrated financial planning
- Asset allocation and tracking tools
- Transactional capabilities on all investment products
- Optimisation of investment strategies and tax implications
- Sophisticated monitoring and alerting capabilities
- Improved advisor/client ratios
For more information, contact the Finantix team
