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Customization, Personalization and Collaboration
The high net worth (HNW) and mass affluent investors now want personalized, tax efficient investment management and are keen to participate in the decision making process. WealthSpectrum provides technology and tools for fulfilling these expectations:
Customization and Personalization
- Track client preferences, allocations and variations.
- Personalized rebalancing taking into account client preferences and constraints for sector allocation and cash levels.
- Support for tax aware investment, customized investment strategy to suit individual's tax scenario.
- Near real time monitoring of client assets and personalized event driven alerts to clients and advisors for timely action.
- Content personalization module to filter and display content based on user role and interest set.
Collaboration
- Collaboration between advisors / managers, relationship managers and clients.
- Real-time browser based messaging, chat and co-browsing facility.
- Advisors and clients can meet over the web with co-browsing - share information, review reports, simulate ideas and view simulation reports and plan allocations.
- Share processed reports, simulation reports and notes with clients thru client home page.
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