Wealth Management Platform

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Wealth Management Platform offers solution for all the needs of an advisory network. It is a front-to-mid software which integrates every functionality in one system with high level of user experience. It provides controlling, analysing, monitoring and supports an efficient advisory network with strong customer engagement while staying regulatory compliant.

Key Features

  • Portfolio return calculation & composition information
  • Profit & loss calculation
  • Detailed investment and non-investment product information
  • Capital movements, expected cash flow, fees & taxes reporting
  • Transaction and account history
  • Life balance sheet, income statement, life goal setting
  • Visualization of goals and projected future wealth
  • Recurring investment product proposal
  • Advisory workflow supporting a comprehensive investment advisory service
  • Non-advisory workflow supporting a streamlined execution only service

Key Benefits

  • Centrally managed investment strategies
  • Smart portfolio management tools
  • Order management system integration possibility
  • Advisor and management dashboard, KPItracking
  • Alert and warning engine
  • Investment profile and appropriateness tests
  • MiFIDsuitability check including target market check
  • Ex-ante and ex-post cost reporting
  • Investment risk measurement and tracking
  • On-demand compulsory client reporting
  • APIs available out of the box