Avaloq Wealth Description
Streamline your wealth management services with our comprehensive solution. Investment advisers, portfolio managers, and relationship managers can depend on products that are meticulously crafted and continually evaluated by experts in wealth management. Customized investment strategies for your clients are developed on a unified platform, ensuring uniformity among all teams involved. Enhanced automation of risk assessment and monitoring provides greater oversight throughout the investment process. Avaloq Wealth also enhances client relationship management by offering a complete 360-degree view of clients and facilitating quicker onboarding for new clients through the automation of tedious tasks. Achieve consistency in both client relationship management and investment strategies across the front office and investment office. Boost your productivity by automatically pinpointing new sales opportunities. By automating manual tasks and compliance requirements, you can free up valuable time for your portfolio managers. Rely on software that is designed with the user in mind and thoroughly tested for client readiness, ensuring a seamless experience for all involved. The integration of these features not only enhances efficiency but also fosters stronger relationships with clients.
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Planview Enterprise One™, which integrates business and technology planning, optimizes all resources, and delivers breakthrough products, services and customer experiences, enables strategic execution to be accelerated. Manage and deliver across all types and technology of work and application portfolios. Transform business requirements into standards that meet strategic objectives. This will reduce cost and mitigate risk. A complete approach to all types of work, including agile, iterative, traditional, and collaborative. Keep teams productive by balancing work and resources. Maximize your use of resources. A scalable user experience ensures that everyone is focused on the right priorities in order to achieve the desired outcomes. Ensure on-time, on-budget project delivery. Projects and people can stay on track with milestones and schedules. Dashboards provide performance insight.
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WealthForce.ai
WealthForce.ai is a cloud-native wealth management platform that adheres to BIAN standards and utilizes artificial intelligence to function as an enhanced Relationship Manager (RM) interface by integrating all client data into a single accessible location. This innovative platform has achieved significant results, including a 40% boost in the RM-to-customer ratio, an 80% decrease in the time required for portfolio reviews, and a 30% improvement in overall operational efficiency. By offering a comprehensive 360-degree perspective, it allows RMs and financial advisors to swiftly tailor and optimize portfolios to meet the specific needs of their clients. The platform is built on four essential pillars that leverage cognitive robotic process automation (RPA), artificial intelligence, and machine learning to streamline operational tasks, manage multi-asset operations, and provide a user-friendly dashboard for creating rules, launching campaigns, and assessing cost-effectiveness. Additionally, WealthForce.ai fosters a more personalized client experience, ultimately leading to stronger relationships between advisors and their clients.
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Moneyinfo
Moneyinfo serves as a comprehensive digital platform for wealth management and financial advisory firms, providing both a web and mobile interface that is customized to reflect the firm's brand identity. Clients can effortlessly access their complete financial landscape—including investments, savings, pensions, banking, mortgages, credit cards, insurances, and property valuations—all through a single secure login available around the clock. By consolidating data from various sources, it enables users to view their financial accounts and assets in one cohesive interface. The platform also features secure messaging, document sharing, and cloud storage, along with biometric login and integrated e-signature capabilities. This functionality allows advisers to communicate and collaborate more effectively with clients while ensuring adherence to compliance requirements. Additionally, Moneyinfo incorporates workflow automation, onboarding resources, and tailored portfolio and performance summaries, all delivered through a mobile app designed specifically for the firm, thereby enhancing client engagement and fostering loyalty. Furthermore, the platform's user-friendly design aims to simplify the management of a client's financial life, making it a valuable tool for both advisers and their clients.
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Company Details
Company:
Avaloq
Year Founded:
1991
Headquarters:
Switzerland
Website:
www.avaloq.com/solutions/products/avaloq-wealth
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Training Videos
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Avaloq Wealth Features and Options
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