Wealth Vantage

Customised solution with rules, design and corporate identity. Allows portfolio managers to align investment views and strategies to deliver fast, consistent and efficient results.

Investment proposals workflow follows frameworks defined by portfolio managers to deliver consistent and repeatable results

Allows private bankers to generate customised investment proposals in a matter of minutes. Portfolio managers and advisors spend less time preparing proposals and can focus on their core responsibilities.

Wizard driven solution which guides advisors through a series of questions. Proprietary proposal generation engine creates a customised proposal based on client needs and investment policies.

Using a unified offering enables wealth managers to closely monitor investment policies and reduces their risk. Wealth Vantage overcomes daily challenges through an automated workflow solution

Wealth Vantage is available on desktops, mobile and tablets giving private bankers results on the go, on demand and in real-time