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Register now! WealthTech Talks Webinar: Advances in Portfolio Rebalancing – a European Perspective

Join us on June 5th for this WealthTech Talks Webinar to gain insights into leveraging technology to optimise your discretionary portfolio management approach.

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by The Wealth Mosaic
| 14/05/2024 12:47:42

This WealthTech Talks Webinar is focused on the advances in portfolio rebalancing and hosted by The Wealth Mosaic, the digital marketplace for wealth management, and Croesus, a leading solution provider for the financial services industry.

How can modern rebalancing tools simplify your discretionary portfolio management process? Join us for this WealthTech Talks Webinar to find out and discover more about the advances in portfolio rebalancing.

Hosted by The Wealth Mosaic, the digital marketplace for wealth management, and Croesus, a leading wealth management solution provider, this webinar will explore how modern portfolio rebalancing solutions can bring business value to wealth management firms.

These modern solutions provide functionalities way beyond portfolio rebalancing by integrating value-added functionalities such as international fiscal optimization, currency edging, portfolio modelling, and “what-if” simulations, to name a few. Among other things, these new features enhance the professionalism of customer account management and deliver higher after-tax returns.

This 45-minute webinar will put a special emphasis on the European market reality and will also address the shifting landscape of portfolio management and how embracing modern solutions can enhance decision-making and streamline operations.

Register for this WealthTech Talks webinar here.

This webinar features panellists, including:

» Stephen Wall, Co-Founder, The Wealth Mosaic
» Djaffer Maloufi, Senior Product Manager, Croesus
» Romain Faraut, Senior Business Development Lead, Croesus

A background to portfolio rebalancing

Rebalancing is often seen as a simple and secondary function in a Portfolio Management Solution (PMS), providing limited support for portfolio managers' needs with regard to their day-to-day tasks and current customer expectations, thus limiting business opportunities. 

To be truly effective, any solution must be based on human-driven automation which allows for scalability and, in turn, value creation and cost reduction in managing customer portfolios. This opens up the possibility of serving new customer segments such as affluent investors. It should also free up valuable time of any investment team from Excel-driven, manual tasks.

About Croesus

Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces.

Croesus’s solutions empower wealth management professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximise the management of their financial assets. Croesus’s mission is to provide a superior experience to its clients, users, and partners.

Since its creation in 1987, Croesus has a proven track record of accuracy, robustness, and durability and is committed to maintaining the long-standing trust of the most demanding financial institutions. Croesus’s clients are private banks, wealth management divisions of large commercial banks, credit unions, family offices, wealth and asset management firms.

Find out more about Croesus here.