Wealth Management Platform is a front-to-mid advisor platform. It provides a truly 360° client wealth overview, financial goal planning and portfolio management capabilities. It boasts a comprehensive system of warnings, RM and network level KPIs. It offers full MiFID II compliance; risk profiling, appropriateness and target market check as well as an industry-leading ex-ante cost calculation engine. All of this is organized into workflow-style aiding the client meetings conducted in person or remotely. The system covers the entire subsidization of the investment management (discretionary/advisory) and brokerage services.

Based on surveys conducted with our banking clients, an average advisor needed to spend up to 60 minutes with preparation for a meeting utilizing various back office and auxiliary systems to retrieve the necessary data clients may request during the meeting. With our software this time diminishes virtually to zero, since all relevant data is gathered in one place from all source systems via automatic data load overnight.

Wealth Management Platform allows banking customers to feel their investments are safe which leads to stronger engagement and further investment willingness, which is tangible because they visit their advisors more frequently. The Platform helps to serve the growing demand as well as driving administrational efforts and costs down; resulting in a 35-40% increase in effectiveness throughout the advisory network.

With the usage of the platform less paper and auxiliary applications are used during the advisory process. This results in immediate cost savings on office stationery, and system maintenance & support fees relating to applications that are made redundant by the new system. Average cost savings amount is 10% per bank.