The Investment Advisory Solution

A Modular Approach

Profile

WealthExpert^TM analyses an individual's current and prospective financial situation, quantifies his or her appetite for risk, defines and manages optimal investment portfolios that are consistent with their risk profile. It also measures risk exposures and simulates future income and wealth.

Optimise

Where many investor profiling and portfolio optimisation tools only assess the client’s aversion to normal risks, WealthExpert^TM also incorporates their perception to extreme risks and builds investment portfolios that are consistent with both risk preferences.

It enables effective management of retail investors' return expectations in the most transparent and easy-to-understand way.

Comply

The tool is built using proven scientific and mathematical methods to ensure that financial advisers provide sound advice for asset allocation that complies with internal policy as well as with external regulations for retail investment products.

It also combines a comprehensive set of reporting tools to provide transparent information and monitor the compliance of investment portfolios behaviour with the risk strategy and investment mandate agreed with individual clients.

WealthExpert^TM: A disciplined approach to investment management and wealth planning implemented in an easy-to-use, robust and interactive tool.

Why you should use WealthExpert^TM

WealthExpert^TM is used by discerning financial advisers, wealth management firms or retail as well as private banks that seek to differentiate their offering in a crowded market. It enables users to build investment portfolios that deliver in time against their clients expectations, whilst meeting demands to instill and maintain a consistent and compliant process of identifying and documenting a client’s attitude to risk.

A simple and intuitive interface

The user interfaces have been designed with a strong focus on the ease-of-use, simplicity and transparency of information. The interfaces are interactive and educational with the tool providing instantaneous quantification of the appetite for risk, the perception of risk, their implications in terms of future returns and a recommended investment portfolio.

From thereon, the financial adviser can identify any inconsistencies that would exist between a client’s risk profile, financial plan and investment portfolio.

In addition, the financial adviser can perform various simulations and better communicate to a client what to expect in the future.

In other words, the tool allows the adviser and their clients to focus on what is important: define and manage expectations for future returns.

Furthermore WealthExpert^TM generates reports that can be exported to various popular formats including PDF, Word® and Excel®. Reports include financial, asset and investor reports. Their content and branding are fully customisable.

For more details on the various modules included in WealthExpert^TM,
download our brochure or contact us...