IVM helps wealth firms uncover stronger risk/reward opportunities, support best-execution discussions and grow structured-product activity with greater confidence
IVM Structured Products Intelligence helps advisers, brokers, asset managers and private banks bring confidence, speed and discipline to one of the most complex areas of wealth management: structured products.
The solution gives front-office teams a smarter way to identify, compare and explain structured-product opportunities before execution. Instead of relying on spreadsheets, issuer-led ideas, headline coupons or manual trial and error, users can assess real alternatives through a risk/reward lens and move from a client request, research note, stock list or termsheet to a stronger shortlist of actionable ideas.
IVM combines AI-native idea generation, investment research parsing, basket and payoff optimisation, Monte Carlo simulation, back-testing, opportunity-cost analysis and pricing intelligence in a practical workflow built for everyday advisory and distribution use. The platform supports client-ready outputs, pricing confidence and better-informed best-execution discussions, helping teams explain why a recommendation is attractive - not just what the headline terms are.
For wealth firms, the benefit is commercial as well as analytical: stronger client conversations, faster idea generation, more scalable advisory workflows and a clearer way to differentiate structured-product capabilities. IVM helps firms grow structured-product activity without adding manual complexity, while giving advisers the tools to identify higher-quality opportunities with greater trust and control.