Digital Investment Advisory

Digital Investment Advisory

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

Capabilities
Hybrid Investment Advisory
Defining goals, simulating investment scenarios, generating investment proposal and sharing through web collaboration

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

Capabilities
Model Portfolio Construction
Strategic and tactical asset allocation for optimal model portfolios, leveraging on the most used market algorithms

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

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

Capabilities
Advisor Analytics
Advisor dashboard and KPI monitoring with detailed information drilldown view

Capabilities
Client Portfolio Optimization
Optimised, suitable, personalised investment proposals, constraints management and mass customisation for a large number of customers

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

Digital Investment Advisory

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

Capabilities

Hybrid Investment Advisory

Defining goals, simulating investment scenarios, generating investment proposal and sharing through web collaboration

Client Risk Profiling

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

Model Portfolio Construction

Strategic and tactical asset allocation for optimal model portfolios, leveraging on the most used market algorithms

Product Campaign

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

Client Reporting

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

Advisor Analytics

Advisor dashboard and KPI monitoring with detailed information drilldown view

Client Portfolio Optimization

Optimised, suitable, personalised investment proposals, constraints management and mass customisation for a large number of customers

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