Solution introduction
Access, Manage and Distribute Structured Investments with Futora
Assess the market, analyse and offer Structured Investments to your clients
Automate and streamline your structured product business. From the wealth team of a retail bank to a private banking institution, a family office or a wealth manager, the structured investments shall be easy to access, analyse, manage and execute.
In a persistently low-interest-rate environment, investors are seeking more yield and better diversification. With the majority of structured investments performing well in recent years, they are considered one of the best alternatives.
Access and distribution of structured investments such as autocallable notes or participation notes must be straightforward, resource free and cost-effective so providers can easily offer them to all customers.
Unfortunately, the process is still largely manual and time-consuming.
Digitalise your structured product business with Futora
Business Process Management & Outsourcing
15/05/2023
End to end solution for the structured investment business
Business Process Management & Outsourcing, Digital Platforms & Tools
01/05/2023
Futora for private wealth and for distributors
Client Communications & Reporting, Data Management & Analysis, Digital Platforms & Tools
21/04/2023
What Futora does
Digital Platforms & Tools, Investment Platforms & Tools, Trading & Back Office
05/05/2022
How Futora does it
05/05/2022
Features
Some of the key features of the solution are:
- Request for Quotes
- OMS/EMS
- Administration
- Trade Analytics
- Access to Manufacturers
- Product Design
- Regulations and Documentation (KIDs, brochures, Termsheets, etc.)
- Trade booking and clearing
- Post-trade lifecycle
- Client reporting
- Back testing and forward looking scenarios
Benefits
Futora’s customers include distributors such as private banks, private wealth and investment teams of retail and consumer banks, brokers, insurance firms and investors like family offices, wealth managers and asset managers.
Customers
As part of the solution, Futora gives access to companies that want to invest or distribute structured products to a wide bench of manufacturers and liquidity providers.
Key Data
Year launched
2020PRICING
- Bespoke
- Fixed-rate
Implementation Methods
- Website access
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Client Regional Presence
- Eastern Europe
- Middle East
- North America
- Oceania
- South America
- Western Europe
- View Others View Less
Solution for the Private Wealth Industry and Distributors
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