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
Human governance blended with robo capabilities to mass-customize investment advice
SUITABILITY & RISK EVALUATION
SUITABILITY RULES ENGINE Real-time checks comparing customers’ profile according to experience, knowledge of financial products, liquidity, time horizon, financial position
RISK ENGINE Assess and clearly document the customers’ risk profile and rationale for their recommendation
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