My Wealth

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Overview

My Wealth is a brand new, Wealth Management mobile app which serves the needs of the “new type” of customers. My Wealth is a unique app because it grants a hybrid advisory model and provides the best possible UX to the clients. It has integrated wealth management and trading functions and it has a simple, easy to understand, client-oriented wealth reporting system.

Key Features

  • Widget-based, easily customizable dashboard
  • Portfolio composition reporting and analytical tools
  • Overview of assets’ attributes
  • Historical performance analysis tools
  • Automated rebalancing and product offers
  • Buy multiple products by one tap
  • Regular portfolio conformity check & advice
  • Multichannel communication with advisor
  • Integrated document management solution
  • Business driven notificationsystem

Key Benefits

  • Personalized market news
  • Scenario analysis and wealth forecast functions
  • Investment education content
  • Stock exchange and own products trading
  • Real-time prices, trading, trade execution
  • Sophisticated chart engines and technical analyzis tool
  • Multi-level price alert and position management system
  • Easy-to-understand risk profiling and assessment
  • Full Mifid2 compliance and ex-ante cost transparency
  • Integrated chatbot solution

Product/Service details

User Suitability (Capital Markets & Investment Mgmt)
Wealth Managers
Geographic Availability
Europe, Middle East
Asset Class Coverage
Bonds, Equities, Funds