Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Deliver tailored solutions that genuinely align with clients' desires, ensuring their investments are managed in a manner that does not exceed their acceptable risk levels. Empower wealth managers by utilizing automated investment suggestions, advanced risk analysis, and simulation tools for decision-making. Enhance the efficiency of generating investment proposals and automate regulatory compliance and reporting to broaden service offerings to new client demographics. Achieve instrument-specific portfolio recommendations that reflect the perspectives of the bank, align with client preferences, and consider the available asset universe. Conduct stress testing or simulate the effects of changes on client portfolios to identify configurations that yield the best risk-to-return ratios. Detect any portfolios that violate investment appropriateness and strategic asset class allocations. Additionally, provide insights on optimal trades that can guide the existing client portfolio towards its intended asset allocation goals, ultimately improving investment outcomes for clients. By integrating these strategies, wealth managers can significantly elevate their service quality and client satisfaction.
Description
ImpaQt plus serves as a comprehensive, stand-alone solution tailored for private banking institutions, encompassing the full advisory workflow from client assessment and portfolio development to pre-trade suitability evaluations, portfolio analysis, reporting, and trade execution. This innovative tool acts as an essential resource for client advisors striving for success. Our adaptable offerings cater to the diverse needs of organizations spanning nearly every sector. With over 250 completed projects across various industries, we have established ourselves as a reliable leader in tackling complex challenges, delivering technology that scales effectively and yields tangible benefits for our clients. Experience firsthand the reasons behind our clients' satisfaction and their continued loyalty. In the digital age, unlocking growth potential is paramount, and both speed and sophistication are critical. In the fiercely competitive landscape of today, we take pride in our ability to offer some of the fastest and most advanced algorithms available, not just in Europe but globally, ensuring our clients remain at the forefront of innovation. Our commitment to excellence sets a benchmark for the industry, reflecting our dedication to continuous improvement and client success.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Edgelab
Website
www.edgelab.ch/
Vendor Details
Company Name
swissQuant
Country
Switzerland
Website
www.swissquant.com/en/all-products/
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management