GWP allows clients to deploy various solutions from a single instance, such as discretionary and/or advisory management solutions, single or multi-envelope solutions, in guided journeys (with an advisor in-branch or remotely) and self-service journeys for fully autonomous clients, such as those using our online "robo-advisors."

The platform's value chain includes:

• Client onboarding, capturing their risk profile and risk appetite, financial knowledge, and asset allocation preferences (including ESG and sustainability considerations).
• The entire process leading to investment advice for the client: estimating their savings and investment capacity, determining their goals, financial planning, recommending between tax wrappers, and various portfolio management and allocation engines (model portfolios or quantitative engines)  within the wrappers.
• Executing their investment decisions with previews of performance projections under different scenarios, a mechanism for asset rebalancing, digital order signing, and order submission for execution.
• Monitoring the investment contract with potential return calculations and the generation of required periodic reports.
• Integration of Artificial Intelligence (AI) to summarize data, explain algorithms, and support advisors and clients in making the best investment decisions.

GWP is available as a SaaS solution or in-situ.