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”

BACK TO SUITE

ASK FOR DEMO