Solution introduction
Modelity/Advisor is a financial modeling platform providing advisors with the individualized portfolio analysis, control and management tools required to forge and maintain stronger client relationships
It is designed for face-to-face consultancy, facilitating the provision of personalized advice, accounting for client risk tolerance, financial constraints and expectations. Its processes can identify sales opportunities and ensure demonstrable compliance with regulatory requirements.
Modelity/Advisor analyzes portfolio’s risk and performance, based upon industry standard or customized models.
Modelity/Advisor is an open box solution, available as a customized combination from its components menu:
- Profiling and optimization
- Risk management
- Performance attribution
- Financial planning
- Management and supervision
- Financial modeling infrastructure
