Comarch Wealth Management

Comarch Wealth Management - Build and manage your clients’ investment policy in line with their needs and objectives!

Comarch Wealth Management is an integrated, multi-module platform dedicated to retail, affluent and private banking client segments. The platform supports wealth management service providers and their clients in delivering the following:

  • Recurrent advisory – fully automated or hybrid investment advice
  • Simplified advisory – occasional assistance with choosing investment products
  • Execution only – direct access to trading desks enhanced with support for order execution and all administrative tasks
  • Portfolio management – traditional discretionary portfolio management of individual client assets

Comarch Wealth Management focuses on the relationship and cooperation between advisors and wealthy clients regardless of the way client investments are managed: be it fully automated robo-advisory with the help of a chat bot, or personal advisory carried out by a relationship manager. In both of these cases, Comarch Wealth Management ensures a consistent user experience. Due to its omnichannel approach, the platform allows to seamlessly continue processes through multiple channels and share information between clients and their advisors.

To learn more about Comarch Wealth Management, visit our website or send us an e-mail  - finance@comarch.com

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Tags:
wealth management, private banking, reporting, portfolio management,