Comarch Wealth Management

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Overview

Comarch Wealth Management consolidates information and issues on all assets belonging to affluent individuals or families. It also supports financial institutions in providing a full scope of wealth advisory processes for most prominent clients.

Key Business Advantages:

Efficient client management Automate client-facing tasks while consolidating and monitoring clients’ wealth across services and domiciliation

Client-centric & transparent advisory Perform robust risk profiling and financial analysis resulting in fully transparent and compliant investment advisory

Comprehensive business governance Integrate all relevant data across your business and take advantage of managerial reporting

Self-service & multi-channel communication Guide clients to financial discipline and long-term saving by proactively delivering personalized investment ideas via web & mobile

Product/Service details

User Suitability (Capital Markets & Investment)
Wealth Managers
Geographic Availability
Europe, North America