Wealth Management
Comprehensive solutions that support wealth managers in delivering personalized investment advice and managing client portfolios with precision and efficiency.
Our Wealth Management solutions offer a sophisticated platform for wealth managers to deliver highly personalized investment advice. With a focus on client-centric strategies, our technology enables wealth managers to efficiently manage and optimize client portfolios, ensuring alignment with individual goals and risk tolerances. Leveraging real-time market data and advanced analytics, these solutions provide the insights needed to navigate market changes and opportunities, fostering strong client relationships through trust and performance.
Investment Management back-office system of RiskValue™ platform is designed to streamline and optimize tasks involved in managing advisory …
Portfolio Management system of RiskValue™ platform is an integrated front-office solution that provides essential tools to portfolio managers for effectively managing investment accounts, …
Regulatory reporting module of RiskValue is tailored for wealth and asset management companies to provide efficiency and ensure compliance in accordance with MiFID (Markets in Financial Instruments Directive). …
Risk and Performance are two faces of the same coin; therefore, they should be examined together. However, because they use different mechanics, they are often analyzed using different systems …
An investment compliance and limits management software system for asset management is a critical tool for ensuring regulatory compliance, managing risk, and maintaining transparency in investment activities. …
Account management front-office software of RiskValue™ platform provides relationship managers critical tools to efficiently manage client relationships, streamline workflows, deliver personalized investment advice and service, and enhance customer …
Performance Analysis module of RiskValue™ provides an extensive range of functions and tools necessary for the visualization and explanation of portfolio performance, the in-depth analysis of …
Investment Management back-office system of RiskValue™ platform is designed to streamline and optimize tasks involved in managing advisory …
Portfolio Management system of RiskValue™ platform is an integrated front-office solution that provides essential tools to portfolio managers for effectively managing investment accounts, …
Regulatory reporting module of RiskValue is tailored for wealth and asset management companies to provide efficiency and ensure compliance in accordance with MiFID (Markets in Financial Instruments Directive). …
Risk and Performance are two faces of the same coin; therefore, they should be examined together. However, because they use different mechanics, they are often analyzed using different systems …
Account management front-office software of RiskValue™ platform provides relationship managers critical tools to efficiently manage client relationships, streamline workflows, deliver personalized investment advice and service, and enhance customer …
An investment compliance and limits management software system for asset management is a critical tool for ensuring regulatory compliance, managing risk, and maintaining transparency in investment activities. …
Performance Analysis module of RiskValue™ provides an extensive range of functions and tools necessary for the visualization and explanation of portfolio performance, the in-depth analysis of …
- 6b+ AUM
- 2b+ AUM of Discretionary Portfolios
- 4000+ Private Portfolios
- 360° Overview
Drive outstanding business
performance with our
all-in-one platform.
RiskValue® creates and maintains agility that helps you respond rapidly to shifts in business goals, while ensuring clear and rigorous management processes.
