Personalized Wealth Advisory Solution
Guided customer forms that capture income and financial profile, financial goals, risk appetite, funds selection, etc., that provide a streamlined and intent-driven user experience and provide recommendations based on the user’s risk profile.
Based on financial goals and income details, the system determines the risk profile. Built-in AI copilot assistant also provides a rationale for the risk assessment and the parameters contributing to the risk score.
Based on the customer’s risk appetite and enrollment into wealth advisor, the solution provides fund recommendations and the ability to buy, sell, and manage funds.
Complete 360 view of the customer with profile details, funds, portfolio performance, and relevant information of the customer related to account transactions and statements, and insights related to any upcoming meetings, pending and uploaded documents, alerts, and notifications.
This feature, built into the customer dashboard, provides the ability for customers to ask questions in natural language related to their funds, statements, portfolio performance, investment recommendations, upcoming meetings, or actions.
Intuitive reports and dashboards with a plethora of chart options and widgets. Advisors and business partners can see the average approval time for processing for investor type, asset management, asset breakdown, and asset type.