Robo-Alveare-S

DIGITAL ADVISORY

Manage your Campaigns, Enhance your Portfolios

Set-up, launch and monitor your product campaign, aligning budgeting and target setting with strategic business objectives. What if analysis, automated portfolio rebalancing and simulation blended with human governance to deliver suitable investment proposals in accordance with customers’needs

Robo-Alveare-M

DIGITAL ADVISORY

  • DIGITAL ADVISORY

    Human governance blended with robo capabilities to mass-customize investment advice

  • SUITABILITY & RISK EVALUATION

    SUITABILITY RULES ENGINE Real-time checks comparing customers’ profile according to experience, knowledge of financial products, liquidity, time horizon, financial position

    RISK ENGINE Assess and clearly document the customers’ risk profile and rationale for their recommendation

KEY BENEFITS

  • Automatically deliver suitable investment proposals
  • Align budgeting and target setting with strategic business objectives
  • Ensure MiFID compliance
  • Improve efficiency and supporting advisory network to increase served customer base
  • Monitor achievement of expected results

FEATURES

  • Target segment definition
  • Set-up product campaign
  • Product selection & portfolio optimization
  • Definition of constraints and strategies
  • Communication of suitable investment proposal to advisors and end-clients
  • Measuring campaign effectiveness

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