Avaloq Wealth Description
Automate your wealth offering using our all-in one solution. Our products are regularly tested by wealth management experts and can be relied upon by your investment advisors, portfolio managers, or relationship managers. You can create customized investment strategies for clients using a single platform. This ensures consistency across all departments. Automated risk analysis, monitoring, and reporting increase your control over the entire investment process. Avaloq Wealth supports the management client relationships by providing a 360-degree view of clients and a shorter onboarding process for new clients. Maintain consistency across all front and investment offices in client relationship management and investment strategy. Automated identification of new sales opportunities will increase your productivity. Automating compliance tasks and manual processes can save portfolio managers time. Use client-ready, user-friendly software that has been developed and tested.
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