To keep ahead of the competition while maintaining high profit levels, banks and private client fund managers today need to provide a high level of personalised services, above average returns and competitive conditions to retain existing and attract new clients.
Triple’A is a sophisticated portfolio management solution. Streamlined asset allocation processes, automated, complex portfolio modeling, real time valuation, sophisticated analysis tools and performance measurement, attribution analysis and comprehensive client reporting provide investment managers with the ability to serve more clients, more efficiently.
Productivity benefits can be achieved whilst offering a client-focused personalised service. Triple’A is a solution with the flexibility to manage each client’s assets against tailored investment profiles. By customizing investment strategies to individual client requirements, Triple’A has delivered proven benefits in terms of client satisfaction, client retention and new client acquisition.
Advisor is a strategic front office client relationship management tool. Providing comprehensive client and portfolio monitoring features, online advice and contact management functions, and effective client data management facilities, Advisor allows a private client manager to more proactively and effectively manage their high net wealth or mass affluent clients.
As a solution designed specifically for Private Banking, Advisor employs a unique collaborative relationship model whereby all departments of your organisation are able to work together in bringing added value to the customer. By creating proactive, knowledge based strategies that draw on a wide range of client, portfolio and transaction data, relationship managers and wealth management professionals can more easily obtain a full picture of their clients and therefore identify any new business opportunities.