Smarty & Jim bet on Comarch Wealth Manager

Smarty and her husband Jim take care of their family and want to manage their assets effectively. Thanks to the innovative tool – Comarch Wealth Manager, they do not have to worry about their money, property and the future of their children. Explore Comarch Wealth Manager with Smarty & Jim and discover how to manage your wealth smartly!

Comarch Wealth Manager addresses the needs of private banking and family office customers. The application is designed to easily and transparently aggregate key information about customer assets available both online and offline. It allows to gather information on physical assets such as property, valuables, securities as well as investments and insurance policies. The user can define individual asset attributes, adding descriptions, photos, documents and contacts associated with them. There is also a possibility to analyze cash flows including incomes and related costs by each asset category.

To learn more about this solution, contact our consultant at finance@comarch.com