Simplify investment decisions with Comarch Wealth ManagementSupport your Advisory, Discretionary Portfolio Management and Execution-only
services through dedicated software
Comarch Wealth Management Advisor Front-Office helps provide investment management through a personal service. All to equip relationship managers with a solution that improves their efficiency and assures the highest standards of investment management services delivered to clients.
The solution goes hand in hand with other Comarch Wealth Management business offerings which can extend the scope of services to DIY investment management or robo-advisory.
CWM platform supports financial institutions with Discretionary Portfolio Management starting from individual customer onboarding to the service up to comprehensive portfolio management based on investment strategies, model portfolios and automatic portfolio rebalancing.
The solution enables to cover DPM service together with Advisory and Execution-only in one tool. This allows financial institutions to serve customers from different perspectives leveraging one platform which is meant for relationship managers, investment advisors as well as portfolio managers.
Robo-advisory addresses a specific type of financial advisory which is about providing advice and investment management online, with minimum or no human involvement. Comarch Wealth Management for robo-advisory is a white label investment software with configurable logic and business rules towards each and every institution. It acts as an end-to-end platform with fully controlled investment propositions and straight-through processing which assures a high level of automation and integrity.
All this is accessed via dedicated applications or API, and integrated with your internal data or external partners. Each setup is country-specific, so you don’t have to worry – our robo-advisory will always be in line with your bank’s requirements in terms of investment constraints and rules.
User-friendly client front-end is what defines our investment management software made for the B2C business model. It acts as a DIY channel where individual clients can carry on their wealth management journeys, in the self-service mode. Empower your clients in managing their investments.
All the features embedded in our investment management software are aimed at supporting the DIY approach, improve client engagement and their investment activities. Self-directed investing is a perfect stand-alone offering, but also an excellent add-on to a personal service where wealth managers monitor client activity in an app and can make recommendations accordingly.
Comarch Wealth Management brings disruptive solutions to the world of investment management software. AI-based recommendation engine has a positive impact on daily duties of your investment advisors, wealth managers and portfolio managers, helping them with recommending the best products out of a diverse product universe.
Your investment officers will get a tool that enhances the model portfolio creation thanks to additional insights. These come from an AI-based supermodel with 20 year long market behavior analysis, which can assess fund attractiveness and rank funds used for building model portfolios.
Investment management software powered by AI is now becoming a trend. By using public data, such as mutual fund quotes, commodity prices, market indexes, FX rates and macro data from major economies, we were able to build an AI-based product ranking that predicts which funds would have the highest rate of return in the nearest future.