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DIGITAL ADVISORY

Advisory Process at the Digital Frontier

Combining human interaction with digital capabilities, investors can start their investment experience online and request a human advisor for more complex decisions. After discovering their risk profile and investment attitude, customers can define goals, simulate investment scenarios, monitor progress and deal with their advisor through their preferred digital channel in a collaborative manner

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DIGITAL ADVISORY

  • DIGITAL ADVISORY

    Human governance blended with robo capabilities to mass-customize investment advice

 

  • CLIENT REPORTING

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

  • 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

KEY BENEFITS

  • Addressing private clients who need human advisor’s help, digitally-minded customers looking for a self-investment experience and affluent segment with advisory at an affordable price
  • Increasing confidence in personalised strategies aligned with customer goals
  • Disintermediating and automating some steps of goal setting and financial planning processes

FEATURES

INVESTOR EXPERIENCE

  • Discover my risk profile and investment attitude
  • Define my goals and simulate investment scenarios
  • Invest in my goals and periodically re-align investment strategy
  • Align my goals with my wealth

ADVISOR EXPERIENCE

  • Help clients defining goals and simulating investment scenarios
  • Assist clients investing in goals and periodically re-aligning their investment strategies
  • Monitor clients’ goals
  • Analytic reporting showing clients’ behavior and goals

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