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AdviseWealth

The AdviseWealth workbench is a comprehensive relationship manager suite with end-to-end portfolio analytics, powerful financial planning tools, core and satellite portfolio management capabilities, personalized strategy screening that is supported by straight through process execution.

Key features

  • Deeper Analytics
  • Detailed Profiling
  • Product & Strategy Screening
  • Bespoke Portfolio Construction with scenario analysis and monte carlo simulations
  • Straight Through Processing

Description

Enable your advisors to drive more meaningful and effective client management with in-depth customer insights. The AdviseWealth workbench is a comprehensive relationship manager suite with end-to-end portfolio analytics, powerful financial planning tools, core and satellite portfolio management capabilities, personalized strategy screening that is supported by straight through process execution.

Features

  • Deeper Analytics – Access visual dashboards and insights on your client’s portfolio;
  • Detailed Profiling – Capture client interests across region, assets, currency, sector, strategy & risk baskets;
  • Execution & Advisory Capability – Multiple product journeys for existing clients and prospects on a single platform for full coverage;
  • Product & Strategy Screening – Browse investment strategies based on sector, regional and currency preferences;
  • Manage Portfolios – Compare and switch to house model portfolio;
  • Straight Through Processing – A seamless journey with quick preview, decision making process and execution capability

Why AdviseWealth?

  • Higher Efficiency & Increased Sales – Service more clients with ready-to-use analytics and portfolio recommendations;
  • Increased engagement with clients – Data-driven product recommendations and initiatives

Company description

WeInvest is Asia's leading and proven digital wealth provider helping banks, brokers and wealth managers launch a full - suite digital investing experience for their relationship managers & customers. We provide a Front-to-Back open architecture platform that supports advisory and transactional business activities. The comprehensive investment platform covers technology, investment strategies from leading investment houses, operations support, execution and custody facilities with partners. We are headquartered in Singapore and currently serve clients across South East Asia and Middle East. Our solutions are live with large retail banks and brokerage firms such as OCBC - Singapore, Siam Commercial Bank - Thailand, CIMB Securities - Asia , Kasikorn Bank – Thailand and Mubasher Financial Services - UAE.

Preview

Documents

AdviseWealth - RM-Assisted Advisory
WeInvest: Digital Welath-as-a-Service Platform - AdviseWealth

Contact

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Company: Planar Investments Private Limited
Category: Investment AdvisoryClient Communication ManagementClient Relationship Management
Released: 02 October 2019
Type: Open API