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Account Management

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.
  • 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.
  • 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.
  • 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.
  • Provides data-driven insights, enabling informed decision-making based on comprehensive analysis.

 

  • Integrates front-to-back-office operations, enabling a seamless straight-through process.

SUCCESS STORIES

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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 …

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