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 ANALYSIS

Portfolio and performance analysis, cash flow forecasting, exposure analysis, stress testing

DIGITAL COLLABORATION

Real-time remote collaboration across all channels and devices through video-chat, co-browsing, instant messaging

GOAL BASED ADVISORY

Defining goals, simulating investment scenarios, investing and periodic strategy re-alignment

FINANCIAL PLANNING

Tailored investments based on customers’ needs, financial goals, risk attitudes, what-if investment scenarios

MANAGEMENT REPORTING

Management dashboards and reporting with drill-down analysis to check performance and profitability

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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