Relationship managers can up their game
By spending more time with your clients and meeting their expectations, you will earn their confidence and loyalty to your services. Avaloq Wealth offers a clear client overview, provides risk profiles, displays investment opportunities and helps build investment strategies easily – all to help engage and retain your clients.
Wealth clients can view their investments
Many of today’s clients want to be in control, accessing their investment services wherever they are 24/7 – actively engaging in investment decisions and choosing their own service options. Avaloq Wealth offers a 360º view of their portfolio, continuous online self-service, performance monitoring and personal recommendation and portfolio modelling.