What wealth advisors can expect from this solution
- Attractive, digital 360° advisory services that impress relationship managers and their customers equally
- Customer profiling; determination of the individual risk appetite of each customer and his investment and communication preferences
- Interactive analysis of customer goals; according to a traditional approach or goal-based approach
- Automated portfolio construction and optimisation
- Investment strategies and investment stories that can be presented with the click of a mouse, that fit the respective customer profile and that are easily understood
- Clear visualisation of opportunities, risks and expected return of the respective investment strategy
- Customer communication via their preferred by channels
- Ongoing compliance with all regulatory requirements (FIDLEG/MiFID II and similar), in particular, the automated administration of the relevant product information sheets
- Advisor dashboard for portfolio overview and monitoring, as well as fully automated alerts in the case of abnormalities