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 satisfaction.
Core Features
- Customized internal workflows for customer onboarding process, KYC and AML procedures.
- CRM functionality – Client profile management.
- Compliance with regulatory objectives for customer risk assessment and scoring.
- Fully customizable and flexible tools for the implementation of internal risk policy.
- Client’s suitability and appropriateness process.
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- Portfolio management tools for portfolios monitoring, rebalancing, and performance analysis.
- Completion of customer identification and verification procedures.
- Time schedule generation for customers re-evaluation and update of static data.
- Client’s and relationship manager’s automatic reporting and web access to report viewer.
- Full audit history and detailed administrative reporting.
Benefits
- Personalizes customer communication, tailoring messages and interactions to individual client needs.
- Streamlines account management tasks, enhancing operational efficiency.
- Centralizes customer data, consolidating client information, contact details, transaction history, and statements for easy access.
- Ensures compliance and security, maintaining high standards for data protection and regulatory adherence.
- Delivers exceptional service, exceeding client expectations and fostering loyalty.
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- Provides data-driven insights, enabling informed decision-making based on comprehensive analysis.
- Integrates front-to-back-office operations, enabling a seamless straight-through process.
Core Features
- Customized internal workflows for customer onboarding process, KYC and AML procedures.
- CRM functionality – Client profile management.
- Compliance with regulatory objectives for customer risk assessment and scoring.
- Fully customizable and flexible tools for the implementation of internal risk policy.
- Client’s suitability and appropriateness process.
Read MoreLess
- Portfolio management tools for portfolios monitoring, rebalancing, and performance analysis.
- Completion of customer identification and verification procedures.
- Time schedule generation for customers re-evaluation and update of static data.
- Client’s and relationship manager’s automatic reporting and web access to report viewer.
- Full audit history and detailed administrative reporting.
Benefits
- Personalizes customer communication, tailoring messages and interactions to individual client needs.
- Streamlines account management tasks, enhancing operational efficiency.
- Centralizes customer data, consolidating client information, contact details, transaction history, and statements for easy access.
- Ensures compliance and security, maintaining high standards for data protection and regulatory adherence.
- Delivers exceptional service, exceeding client expectations and fostering loyalty.
Read MoreLess
- Provides data-driven insights, enabling informed decision-making based on comprehensive analysis.
- Integrates front-to-back-office operations, enabling a seamless straight-through process.
- 6b+ AUM
- 2b+ AUM of Discretionary Portfolios
- 4000+ Private Portfolios
- 360° Overview
SUCCESS STORIES
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