Receive recommendations on how to best improve your customer’s goal achievement probability via either the calculation of a fully individualised asset allocation or by matching to your strategy portfolios:
- Fully individualised asset allocation: our methodology assesses thousands of different asset allocations in thousands of capital market scenarios to determine the optimal strategic asset allocation that best achieves the financial goals for each of your customers. Adjust the calculation engine constraints and the fee simulation to reflect your organisation’s internal views.
- Pre-defined strategy portfolios: our recommendation module evaluates your strategy portfolios against thousands of capital market scenarios and determines which of them maximises the achievement of your clients’ financial goals.
- Compare the asset allocation pre-/post optimisation: illustrate how the recommended asset allocation optimises your clients’ goal achievement and wealth development.
- Monitoring: this functionality ensures a regular monitoring of your customer’s asset allocation and notifies the advisor – or end customer if required – on possible deviations and next steps.