hybrid-advisory-advice-SP
hybrid-advisory-advice

Reshape your Wealth Management Services

Advice is an innovative and consolidated platform that enables financial service providers to implement best-in-class services and operating models based on an a holistic client-centric advisory approach and flawless investment strategy execution.

Business Capabilities

PORTFOLIO & GOAL BASED ADVISORY

CLIENT PROFILING
Client risk profiling through customisable questionnaires (MIFID, KYC, etc) financial personality assessment and client diagnosis

FINANCIAL PLANNING
Allocation of tailored investment portfolios based on customers’ needs analysis, financial goals, risk attitudes through what-if investment scenarios

PORTFOLIO ANALYSIS
Portfolio view of assets, liabilities, subscribed services, performance analysis, cash flow forecasting

GOAL-BASED ADVISORY
Defining goals, simulating investment scenarios, investing in goals and periodic investment strategy re-alignment

MANAGEMENT REPORTING

Management dashboards and reporting with drill-down analysis

CLIENT REPORTING

Overview of portfolio performance, risk, asset allocations, holdings, transaction details, etc

Features

Profiling and diagnosis to understand client’s total wealth including assets and liabilities, income and expenditure, risk profile, investment behavior and financial goals

Defining and tailoring investment proposals in terms of asset allocation and product recommendations that meets all client’s objectives

Client and Management reporting with drill-down analysis and dashboards

Managing the proposal workflow with the client and execute orders through the integration with the wealth manager’s OMS

Monitoring and alerting in terms of goals probability of achievement, plan performance, constraints and compliance

Key Benefits

Deliver a coherent, transparent, goals-driven and client-centric advisory process across the firm

Build stronger relationship letting clients experience a greater level of service and feel more engaged and monitored

Create efficiencies with a coherent asset allocation, product picking and suitability rules

Benefit from an automate data mining and business intelligence to get both aggregate and single insights of portfolio performance

Serve several client segments by setting up diverse advisory workflows

Reduce data silos, infrastructure redundancy and cut operational costs, improving and streamlining advisory workflows

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