Comarch Wealth Management is a multi-module investment system dedicated to private banking and wealth management. The software supports wealth management processes delivered to clients in the form of personal services identified as:

• Simplified investment advice – occasional advisory on investment products
• Full investment advice – recurrent advisory on model portfolio
• Execution only – transaction execution based on client’s own decision
• Portfolio management – managing clients wealth by dedicated specialists

Comarch Wealth Management focuses on the relationships and cooperation between advisors and clients regardless of the way the clients’ investments are managed:  by self-service guided by robo-advisory or a relationship manager. In each of these scenarios Comarch Wealth Management system ensures a consistent user experience. Due to the omnichannel approach, this integrated and multi-module wealth management software allows to seamlessly continue processes through multiple channels and share information between clients and their advisors. Both groups also benefit from dedicated web and mobile apps.

We've built our system to guide advisors and clients to the right investment decisions, step by step.

No matter how many clients you have, which segment they belong to, or how experienced your advisors are, you will keep your service at the highest level. Better yet, it will take you less time than you think. It only takes a glance to have a full client investment picture - and that means you can give accurate recommendations within one meeting. Also, you'll be much easier to get in touch with. Think client app, online meetings, shared investment ideas, and more.

But what really counts, is that you'll find it easier to keep your finger on the pulse. So whatever changes your clients or the markets may experience, you will be set and ready for what’s ahead.

This is how relationships grow stronger.