verdi-advice

DIGITAL
ADVISORY

Reshape your Wealth Management Services

Advice is an innovative and consolidated platform that enables financial service providers to implement best-in-class services and operating models based on an a holistic client-centric advisory approach and flawless investment strategy execution

OW-Exag-Advice

DIGITAL ADVISORY

  • PORTFOLIO & GOAL BASED ADVISORY

    CLIENT PROFILING
    Client risk profiling through customisable questionnaires (MIFID, KYC, etc) financial personality assessment and client diagnosis

    FINANCIAL PLANNING
    Allocation of tailored investment portfolios based on customers’ needs analysis, financial goals, risk attitudes through what-if investment scenarios

    PORTFOLIO ANALYSIS
    Portfolio view of assets, liabilities, subscribed services, performance analysis, cash flow forecasting

    GOAL-BASED ADVISORY
    Defining goals, simulating investment scenarios, investing in goals and periodic investment strategy re-alignment

  • CLIENT REPORTING

    Overview of portfolio performance, risk, asset allocations, holdings, transaction details, etc

 

  • MANAGEMENT REPORTING

    Management dashboards and reporting with drill-down analysis

KEY BENEFITS

  • Deliver a coherent, transparent, goals-driven and client-centric advisory process across the firm
  • Build stronger relationship letting clients experience a greater level of service and feel more engaged and monitored
  • Create efficiencies with a coherent asset allocation, product picking and suitability rules
  • Benefit from an automate data mining and business intelligence to get both aggregate and single insights of portfolio performance
  • Serve several client segments by setting up diverse advisory workflows
  • Reduce data silos, infrastructure redundancy and cut operational costs, improving and streamlining advisory workflows

FEATURES

  • Profiling and diagnosis to understand client’s total wealth including assets and liabilities, income and expenditure, risk profile, investment behavior and financial goals
  • Defining and tailoring investment proposals in terms of asset allocation and product recommendations that meets all client’s objectives
  • Client and Management reporting with drill-down analysis and dashboards
  • Managing the proposal workflow with the client and execute orders through the integration with the wealth manager’s OMS
  • Monitoring and alerting in terms of goals probability of achievement, plan performance, constraints and compliance