PFTPro is a Wealth Management digitalization suite which supports the entire investment process. It is composed of independent, yet tightly integrated modules, which can be freely combined into bespoke solutions or incorporated individually into existing processes. It provides sophistication needed for HNWIs, while allowing complexity to be hidden/automated for affluent or self-service models. This allows clients to offer multiple concurrent service models directed at different investor segments and delivered using multi-channel/hybrid approaches.
Native digitalization capabilities of PFTPro Suite include:
- Client engagement, onboarding, profiling, needs analysis, segmentation
- Financial, insurance and retirement portfolio analysis
- Financial planning: real estate, private equity, estate planning, etc.
- Proposal automation, rebalancing and associated storytelling, including robo-advisory and hybrid advice
- Monitoring and alerting
PFTPro Suite allows clients to:
- Consolidate the processes used to serve customers
- Ensure consistent service quality standards across the network
- Enable the provision sophisticated, personalized, ongoing services to end-investors
- Improve efficiency though automation, to be adopted incrementally as desired
- Govern and monitor the front office from headquarters
- Guarantee compliance of services with the applicable regulation
- Prepare for growth, with scalability to tens of millions of portfolios