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Advisors expect their broker pool to provide processing options via fund platforms and banks. In addition to the consolidation of all customer assets in a single technology, our integrated investment reports provide advisors with reliable information. This enables further investment decisions and client discussions.
The advisory technology includes automatically filled out account opening applications and API-backed processes.
In times of increased competitive pressure, only added value leads to a long-term commitment of advisors to their organization. Our technology, which is fully customized to reflect the firm’s corporate identity, provides the advisor with the necessary support throughout the investment.
Import and export interfaces avoid double entry of customer data, so that the technology can be fully integrated into the IT architecture of the sales organization.
In addition to the consolidation of all financial instruments, regulatory compliant processes are the key success factor for operating a sustainable and profitable organisation. In order to meet regulatory obligations, our technology offers a wide range of features along the investment advisory process.
The continuous review of the investment advisory process by a recognized law firm ensures that the technology complies with the current regulatory regime. In addition, our technology offers a comprehensive range of services that enable professional customer service known from private banks.
Demanding customers expect not only excellent performance but also maximum transparency and professionalism in communicating the achievements. A comprehensive reporting system covering all assets and custodians helps you to present the performance of client portfolios and your own asset management products in a highly professional manner.
Our integrated features for portfolio management offer the possibility of maintaining model portfolios, efficiently placing orders and monitoring portfolio structures.
In times of increased competition from banks, insurers are increasingly focusing on holistic advice. Standardized technology along the advisory process enables distribution of banking and investment products in a regulatory compliant manner. Based on a simple and intuitive user experience, the advisor and client are guided through the process.
In addition, specific settings enable professional advisors to use extended functionalities.
In the era of smartphones and tablets, sales-oriented retail and private banking systems are becoming increasingly important for your business success. Along each stage of the advisory process, regulatory requirements are strictly fulfilled.
The technology enables you advisors to actively involve their customers in the advisory process. In addition to monitoring important risk parameters, the complete financial situation of your customers can be displayed and professionally reported using institutional performance and analysis methods.
Regulatory requirements render it increasingly challenging to provide investment advice in a way that is both investor-friendly and profitable. In contrast to manual documentation, the great advantage of technology solutions becomes apparent. Extensive plausibility checks ensure the necessary completeness of the documents within the advisory process.
Digital advisory processes can also prevent time-consuming manual activities during onboarding and settlement processes. Entering key customer data once avoids multiple, conflicting entries. Technology provides the full set of mandatory documents for opening a securities account without the advisor having to take care of the details.
In order to convince customers who have already gained experience in investing, clear and unique value propositions vis-à-vis your competitors must be communicated. In this respect, modern technologies can provide real value-add. Our investment proposals compare the current portfolio performance with the recommended actions backed by most recent scientific portfolio theory.
New customers who have not gained any investment experience yet are shown the advantages of your recommendations with the help of our intuitive and professional visualisations. After the investment decision has been made, the required documentation as well as an automatically generated account opening application can be created with just a few clicks.
Using our state-of-the-art fund database, the extensive product spectrum of all available products can be analyzed with just a few clicks. Feeds of leading data providers of open and closed funds, which are fully integrated into our platform technology, offer you a multitude of performance and risk indicators in addition to essential fund master data. The mandatory regulatory documents are also available.
Maintaining an overview of all client assets can quickly become a challenge. The basis for managing customer relationships is our customer administration tool. It helps you to display and browse all important customer information. In addition to the bank-independent consolidation of accounts including performance since account opening, alternative investment funds and non-financial assets can be displayed as well.
By monitoring loss thresholds at portfolio level, negative developments can be identified at an early stage enabling you to proactively communicate with your customer.
Providing a constantly high level of service is becoming increasingly important in times of high uncertainty on the capital markets. The wide range of options available for displaying the performance of assets enables the creation of a reporting system that is fully tailored to the needs of the end customer. While for many customers it is enough to be informed with a one-pager, more and more customers - especially in the upscale investor segment - are demanding comprehensive reporting at private banking level. These reports provide your customers with a highly professional presentation of all assets including alternative investment funds.
To support fee-based remuneration models, our technology can be used to provide fully automated delivery of reports. These reports can be independently configured to display the desired performance metrics, e.g. capital- and time-weighted performance, tax payments and other costs.
In the daily support of customers, it can be time-consuming to monitor the performance of individual portfolios. Our sales controlling modules provide managers and advisors with a comprehensive and centralized overview of all activities and customer portfolios.
In addition to displaying the account transactions initiated by the customer, sales controlling also provides transparency regarding the accounts opened with the various custodians. Quarterly reports generated automatically can be browsed easily, which can then be conveniently sent out to your clients.
Our customer portal provides your clients with an integrated overview on all their assets, irrespective if managed by the advisor or not. Alternative investment funds and other non-financial assets (such as real estate) are also taken into account, so that the complete financial situation can be presented in one client portal. The advantages of a holistic and personal advice model are perfectly combined with an attractive user interface integrated with your corporate design.
In addition, the customer portal offers the possibility to display your own asset management products such as funds of funds in a transparent way (look-through).
Along the investment advisory process, our solutions support you in acquiring new customers, serving existing customers and processing orders in a fully digitized way.
The various modules of our platform solution can also be used individually as satellite applications. Due to the modular structure of the technology, the individual modules can be perfectly integrated into your existing sales processes and operations.