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Professional guidance and support to help clients to make well-informed decisions and achieve their goals, navigating complex financial or strategic matters
Investment Advice
Augmented intelligence empowering human expertise to deliver personalised investment proposals, bringing client relationship to center stage
Key Features
– 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 customisation 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
Portfolio Management
Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution
Key Features
– Portfolio Management
Real-time portfolio analysis (single and customer list), alerting, modelling, rebalancing (single and bulk) and monitoring
– Performance Management
Performance analysis contribution and attribution, performance measurement and benchmarking
– What-if Simulations
What-if analytics on expected return, absolute and relative risk, drawdown, back and forward testing on proposed rebalancing to support decision making
– Investment Compliance
Managing investment compliance pre and post trade to address transparency, risk tolerance and regulatory issues, with active alerts and dashboarding
Key Benefits
- Reduce costs to deliver increased front-office efficiencies
- Guarantee pro-active compliance by monitoring portfolios and business rules in accordance with the latest regulations
- Manage risk exposure and volatility effectively and proactively
- Optimise returns and increase profitability
- Provide consistent reporting and attribution of performance to clients
Risk, ESG & Compliance
Assess and clearly document customer’s risk profile and investment rationale using a real-time engine which provides actionable insight and historical information management
Key Features
– 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
Investment Advice
Investment
Advice
Augmented intelligence empowering human expertise to deliver personalised investment proposals, bringing client relationship to center stage
Key Features
– 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 customisation 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
Portfolio Management
Portfolio Management
Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution
Key Features
– Portfolio Management
Real-time portfolio analysis (single and customer list), alerting, modelling, rebalancing (single and bulk) and monitoring
– Performance Management
Performance analysis contribution and attribution, performance measurement and benchmarking
– What-if Simulations
What-if analytics on expected return, absolute and relative risk, drawdown, back and forward testing on proposed rebalancing to support decision making
– Investment Compliance
Managing investment compliance pre and post trade to address transparency, risk tolerance and regulatory issues, with active alerts and dashboarding
Key Benefits
- Reduce costs to deliver increased front-office efficiencies
- Guarantee pro-active compliance by monitoring portfolios and business rules in accordance with the latest regulations
- Manage risk exposure and volatility effectively and proactively
- Optimise returns and increase profitability
- Provide consistent reporting and attribution of performance to clients
Risk ESG & Compliance
Risk, ESG & Compliance
Assess and clearly document customer’s risk profile and investment rationale using a real-time engine which provides actionable insight and historical information management
Key Features
– 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
