Comarch Wealth Management is a multi-module platform dedicated to banks, wealth managers and investment companies to support wealth management processes in the form of personal advisory services on investment products or model portfolios as well as self-service advisory, addressing two sides of the chain – relationship managers representing the personal advice mode and end-customers allowing them for self-service processes in the online channel. One common logics supporting both channels aims at automating the advisory process and allows to continue it through multiple channels and share information between clients and their advisors.
The competitive edge of Comarch Wealth Management (CWM) stems from a unique combination of functionality which supports a variety of wealth management areas in compliance with regulations and institution’s internal policies.
Comarch Wealth Management consolidates information and issues on all assets belonging to affluent individuals, households and institutional clients. It supports financial institutions in providing a wide scope of wealth advisory services to retail, affluent and private banking segments of clients.
The main two channels constituting the CWM platform are Advisor Front Office and Client Front-End, supported by CWM Core Engine, Reporting Engine and Analytical Engine.