WealthBrain offers a standard, multi-module solution which allows you to provide the best investment advice to all of your customers, regardless of whom they are or what they are changing Best Personal Wealth Management Software for Advisor in Dubai UAE .
Next steps to be discussed in minutes. Keep in touch. Develop relationships that last.
We've designed the method to help clients and advisors to make the best investment choices in a step-by-step manner.
Whatever number of clients you have, what segment they are in or how skilled the advisors you have, you'll keep your services at the top standard Digital Wealth Management Solutions Company in Dubai UAE .
It's even better, it'll require less time than you thought. You only need just a glance to see the complete picture of the client's investment and this means you will be able to give precise suggestions in just one meeting.
Additionally, you'll be more easy to connect with. Best Personal Financial Planning Software in Dubai - personal finance software and more.
But what's most important is that you'll discover it easier to stay on the market. Therefore, whatever changes your clients or markets undergo, you'll be ready and prepared for the future.
It is the way strong relationships become.
The competitive advantage that comes with this Comarch Wealth Management platform stems from an unique blend of functions that support the traditional, personal method of maintaining the relationship between bank and client and the new and modern approach to wealth management and products. Personal investment advisory , or discretionary portfolio management executed using AI engines based on your requirements and business model, we will provide the best solution for you.
Support for different recipients
- Relationship manager are involved in advisory and financial planning procedures, including the monitoring of compliance, rebalancing and monitoring
- End-clients in self-driven robo-advisory systems and bank-client communication through the latest technologies and new channels
- Wealth management are involved for discretionary portfolio administration that is in accordance with the investment mandates and regulations
- Analysts In-running calculation of risk and performance calculations to determine the efficiency of client portfolios
Advisor front office
This section combines the wealth of clients across external and internal sources and gives a comprehensive portfolio of client investments, which is the basis for every advisor-client interaction. The process of advising is based upon the study of the financial situation of the client and their investment requirements and is followed by an assessment of the client's risk tolerance. Best recommendations for the specific clients' situation and the goal parameters are then developed, with regard to both model and product portfolio advisory.
The process of customizing a portfolio is evaluated in relation to the appropriateness of the product, suitability as well as other limitations for business. The entire process is recorded and archived to support internal audits and for client or regulatory reporting requirements.
The management report provides insight on overall business growth as well as structure and activity that allows decision makers to track the company and develop an proper Investment and Wealth Management Portfolio Software in UAE across various business divisions.
The system's wide capabilities and process configurations permit an individual setup for different clients and business segments and the flexibility of managing content and business objects.
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