All the tools and data needed to engage with your clients and make good investment decisions
The Wealth Intelligence (WIN) Front Office solution is a grouping of fully integrated modules designed to provide front offices with all the KYC, portfolio modelling and reporting tools necessary to make good, informed investment decisions and to communicate these, and their affects in portfolio value/performance to the client.
This solution provides the ability to onboard a client and identify their risk appetite/mandate. The integrated portfolio modelling tools can be used to create initial trades or those resulting from future rebalancing. The Trade and Order Management module automate the vetting, authorisation and pre trade compliance in addition to providing intelligent routing through to execution. A comprehensive and flexible Reporting module is also available.