DIGITAL WEALTH MANAGEMENT

The Next Generation Digital Platform

Doesn’t it feel as though succeeding in today’s private wealth and investment arena is getting tougher everyday?
Digital Wealth Management is the new generation platform designed to answer to the challenges and increasing complexity currently facing the Wealth & Invest Management Industry.
The integrated solution supports the whole digital investment management process enhancing the entire advisor-client engagement & collaboration experience and enabling you to reach new customers and greater revenue growth than traditional advisors.
Digital Wealth Management easily integrates with your legacy platforms and your custodians creating value for all of your stakeholders.

PROFESSIONAL SERVICES:




    DIGITAL CLIENT ON-BOARDING
  • Multichannel configurable on-boarding workflow
  • Seamless integrated digital self-service & advisor driven client on-boarding
  • Online prospect engagement & registration process
  • End to end on-boarding process including fact finding, identity & AML check, risk profiling, investment objective selection, etc
  • STP Account opening in the back-office legacy platform through standard APIs
  • Deposit money within on-boarding: fund and go approach


    HYBRID ADVISORY
  • Discover risk profile & investment attitude
  • Set investment goals & simulate investment scenarios
  • Set-up suitable investment goals and periodically re-align with investment strategy
  • Monitor goals, receive proactive alerting
  • Advisor – Client collaborative advisory: receive, review, accept, execute proposals


    PORTFOLIO MANAGEMENT & TRADING
  • Portfolio analysis and performance measurement
  • Online trading, order management with direct link to markets
  • Portfolio monitoring & alerting
  • Portfolio modelling & rebalancing
  • Performance contribution & attribution
  • Real time pricing feed
  • Real time MIFID-II ready 
reporting with customisable
report packs


    CRM & DIGITAL COLLABORATION
  • Real-time remote collaboration across all channels and devices (messaging, voice, video, co-browsing)
  • Integrated documents, contact & activities management tools
  • 360° view of client data, assets & investments and relationships
  • MIFID-II compliant communication center with real-time alerts, integrated with Outlook/Dynamics 365
  • Client meeting companion tool to prepare meetings and follow up actions



  • Maximise advisor-client relationship through digital collaboration
  • Offer flexible and customisable engagement models
  • Acquire next gen investors and digital savvy clients
  • Expand advisors’ portfolio management and advisory capabilities
  • Automate operational processes while enhancing service offering
  • Digital empower your legacy platform
  • Meet compliance requirements

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