Manage your Campaigns, Enhance your Portfolios

Set-up, launch and monitor your product campaign, aligning budgeting and target setting with strategic business objectives. What if analysis, automated portfolio rebalancing and simulation blended with human governance to deliver suitable investment proposals in accordance with customers’needs.

Business Capabilities


Automated adjustment of investment portfolios and realignment of investors’ holdings with strategies and targeted asset allocation


Target segmentation, product campaign launching and monitoring according to strategic business objectives


Target segment definition

Set-up product campaign

Product selection & portfolio optimization

Definition of constraints and strategies

Communication of suitable investment proposal to advisors and end-clients

Measuring campaign effectiveness

Key Benefits

Automatically deliver suitable investment proposals

Align budgeting and target setting with strategic business objectives

Ensure MiFID compliance

Improve efficiency and supporting advisory network to increase served customer base

Monitor achievement of expected results

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