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Investment Advice

Augmented intelligence empowering human expertise to deliver personalised investment proposals, bringing client relationship to center stage


    Capabilities

    Capabilities
    Goal Based Advisory
    Defining goals, simulating investment scenarios, generating investment proposals supported by what-if simulations and sharing through web collaboration

    Eximius Six

    Capabilities
    Client Portfolio Optimisation
    Optimised, suitable, personalised investment proposals, constraints management and mass customisation for a large number of customers

    Eximius Six

    Capabilities
    Client Risk Profiling
    Client profiling through IDD, KYC, MiFID questionnaire, financial situation assessment and diagnosis

    Eximius Six

    Capabilities
    Client Reporting
    Overview of portfolio performance, risk, asset allocations, holdings and transaction details

    Eximius Six

    Capabilities
    Advisor Analytics
    Advisor alterts and KPI monitoring with detailed information and drill down dashboard view

    Eximius Six

    Capabilities
    Capabilities
    Investment Advice Goal Based Advisory Goal Based Advisory Client Portfolio Optimisation Client Portfolio Optimisation
    Client Risk Profiling Client Risk Profiling Client Reporting Client Reporting
    Investment Advice Advisor Analytics Advisor Analytics none none
    Placeholder none none

    Investment Advice

    Augmented intelligence empowering human expertise to deliver personalised investment proposals, bringing client relationship to center stage


      Capabilities

      “
      Goal Based Advisory

      “Defining goals, simulating investment scenarios, generating investment proposal supported by what-if simulations and sharing through web collaboration”

      “
      Client Portfolio Optimisation

      “Optimised, suitable, personalised investment proposals, constraints management and mass customisation for a large number of customers”

      “
      Client Risk Profiling

      “Client profiling through IDD, KYC, MiFID questionnaire, financial situation assessment and diagnosis”

      “
      Client Reporting

      “Overview of portfolio performance, risk, asset allocations, holdings and transaction details”

      “
      Advisor Analytics

      “Advisor alterts and KPI monitoring with detailed information and drill down dashboard view”