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Futora for private wealth and for distributors

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Solution for the Private Wealth Industry and Distributors

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...

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by Futora
| 21/04/2023 10:00:00

Private wealth companies strive to offer unparalleled experiences to their clients, but communication challenges and inefficient processes often stand in the way. Futora's white-label platform enables internal teams to manage and distribute structured products with ease, improving communication between sales channels, investment teams, and relationship managers. With Futora, companies can streamline the entire cycle of structured product market operations, including pricing, execution, risk profiling, documentation, and lifecycle management. Learn more about how Futora empowers private wealth teams to offer top-notch services and tools to their clients in this video.