Challenge

Financial Advisors (FAs) at wealth management companies and personal banks place confidence in research for production investment strategies for high net worth individuals. With restricted time at hand, FAs perpetually struggle to investigate an complete list of reports. while several wealth managers have deployed differing types of monetary advisory software to facilitate method automation and mobility, very few solutions enabled FAs to formulate customized investment strategies by investment big information and analytics.

Aelius Venture Solution

Aelius Venture’ Wealth advisory solution’s recommendation engine enables a financial authority to form higher informed investments for clients by factoring in an exceedingly given client’s investment policy statement constraints, the financial Advisor’s preferences, the client’s existing portfolio, historic transactions and alternative key deterministic, stochastic, and judgmental factors.

Our tablet-based solution visualizes the capabilities of big information and analytics engine by providing recommendations to the financial authority through completely different views. This feature allows the financial authority to easily review a short list of personalized recommendations for each discretionary and non-discretionary portfolios. Our App additionally provides options that enable the financial advisor to collaboratively discuss portfolios with the client and build a joint investment decision in case of a non-discretionary portfolio.

Benefits

Improve client portfolio returns and revenues

Increase client retention

Increase Assets under Management (AUM)

Reduce talent attrition

Add options and upgrades

Configure to suit a firm’s investment philosophy