Our flexible workflow tools can be configured to accommodate your specific needs. Provide transparency and visibility to advisors and your home office staff with reporting directly in the platform. The all-in-one wealth management platform for the relationship-focused advisor. This includes broker reports, company’s annual and quarter statements and analyst calls.
Key features Front-to-back solution One integrated system that eliminates boundaries and powers workflow. Core platform features Out-of-the box business functionality huge selection of ready-to-use and easily customisable banking functionality for wealth management, retail- and business banking. Digital speed weeks, not months or even years, for new features and enhancements to go live – your individual branded experience for your customers and employees at your own…… DFM Providing a range of carefully and professionally managed investment portfolios which include Hybrid, Passive and ethical portfolios. These expertly managed investment solutions are delivered at a competitive cost, with a proven track record and they are independently assessed and risk-rated portfolios. The technology is backed by the highest service level agreement in the industry.
AVANTRADE Wealth Management System
Move global business services up the value chain to expand scope and scale. Automate end-to-end process flows, integrations, and back-end systems. Automate service operations to enhance productivity and give employees a superior work experience. Deliver long-term, strategic value and reduce risk by connecting your operations.
New Access provides an integrated and modular Core-to-Digital solution suite
It is difficult to manually go through all the data and determine the sentiment around the future prospects of a sector or security. Advanced natural language processing techniques for voice and text recognition can be used to generate sentiment from these different sources of data and develop a view about the security’s forward returns. The sentiments can also be rolled up to sector sentiment heat maps.