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Advisory
Services

Professional guidance and support to help clients to make well-informed decisions and achieve their goals, navigating complex financial or strategic matters

    Investment Advice

    Investment
    Advice

    Augmented intelligence empowering human expertise to deliver personalised investment proposals, bringing client relationship to center stage

    Capabilities

    Goal Based Advisory

    Defining goals, simulating investment scenarios, generating investment proposals supported by what-if simulations and sharing through web collaboration

    Client Portfolio Optimization

    Optimized, suitable, personalized investment proposals, constraints management and mass customization for a large number of customers

    Client Risk Profiling

    Client profiling through IDD, KYC, MiFID questionnaire, financial situation assessment and diagnosis

    Client Reporting

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

    Advisor Analytics

    Advisor alerts and KPI monitoring with detailed information and drill down dashboard view

    Key Benefits

    • Deliver optimised, suitable and personalised investment proposals for a large number of customers
    • Benefit from artificial intelligence, saving times and delivering better QoS
    • Deliver a goals-driven and client-centric advisory process
    • Reduce asset allocation complexity and operational risk
    • Ensure robust methodological approach through an advanced digital advisory experience
    • Monitor investment ideas and improve portfolio quality

    Risk ESG & Compliance

    Risk, ESG &
    Compliance

    Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution

    Capabilities

    Compliance Assessment

    Real-time and bulk checks on customer portfolios according to business configured outliers and regulatory requirements

    Performance Analysis & Attribution

    Portfolio analysis, exposure analysis, benchmarking, GIPS compliant performance measurement including performance contribution and attribution

    Risk Analytics & Data Quality

    Sophisticated risk measures to evaluate portfolio characteristics in terms of market, credit and liquidity risk, operational support for guaranteed consistent and high quality database

    Model Portfolio Construction

    Strategic and tactical asset allocation for optimal model portfolios, leveraging optimisation algorithms

    Key Benefits

    • Maximise your client returns by identifying changing market scenarios over investment lifetime
    • Document and demonstrate your investment approach using detailed risk analytics
    • Focus on the core business automating compliance checks
    • Be compliant with regulatory constraints and ready for external audit
    • Strongly reduce reputational risk and legal claims by automating compliance checks