Finantix - Wealth management and financial planning for the HWN and mass-affluent segment

Overview
Wealth
Advice
CRM
Lending
Branch

Wealth-X

Web
iPad/iPhone

Wealth Management and Financial Planning

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: sales@finantix.com


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