Agilis Wealth Management

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Presenting Agilis Wealth Management:

  • Relationship Management & KYC – setting the essential foundation
  • Financial Planning – understanding your clients’ risk appetite and needs
  • Asset Class Coverage – across Equity, Debt, Money Market, Fund, Derivative, Real Estate, Art & other Alternative assets
  • Asset Allocation – developing personalized wealth management solutions
  • Portfolio Management – discretionary & non-discretionary, whatever the need
  • Model Portfolio – benchmarking to indices or your own models
  • Analytics – empowering you with vital technical analysis
  • Risk Management – compliance with regulatory & internal policies and limits
  • Trade Order Management – workflow driven for ease and speed to match pace with markets
  • Valuation – Mark to Market & notional/realised profit/loss management
  • Portfolio Rebalancing – guiding you back on track with Trade Recommendations
  • Fee Management – flexible fee plans can be derived as a function of various market & internal factors
  • Performance Measurement – tracking, Performance Attribution, Portfolio Volatility Calculation, Risk Return Ratios, detailed  analysis and Portfolio Fact Sheets
  • Reporting – powerful MIS and queries at the touch of a button

Product/Service details

User Suitability (Capital Markets & Investment Mgmt)
Wealth Managers
Geographic Availability
Africa, Asia-Pacific, Europe, Middle East, North America, South America
Asset Class Coverage
Bonds, Commodities & Energy, Equities, Exchange Traded Derivatives, Foreign Exchange (FX), Funds, Money Markets, Structured Products