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Opportunity Management
WealthSpectrum provides flexible and powerful decision support and opportunity management tools for efficient management of investments, selling and cross selling opportunities:
- Efficiently manage investment and selling opportunities.
- Select target accounts using sophisticated multi criteria query system.
- Selections criteria covering for with various security classifications - individual security, sectors, security types and asset classes.
- Selection parameters includes:
- Preferences and interest
- Portfolio value
- Current holdings
- Unrealized gains / loss
- ROR
- Free cash and equivalents
- And / or Boolean operators
- Change in above parameters over a period
- Near real time monitoring and alerts to capture opportunities as they arise.
- Contact management and campaign management facilities for targeted campaign on select accounts.
- Facilities to preview implications of revising holdings for a security across portfolios to a target level.
- Facilities to preview implications of recommended swap of securities across portfolios.
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