WealthInitiative
Marketplace for non-bankable assets
Peer to peer digital tool for non-bankable assets
Marketplace platform allowing wealth management institutions to identify and exploit synergies amongst their clients and peers. The Wealthinitiative platform allows relationship managers to deepen the relationship with their clients while proposing a new offering in key areas thus optimising market share of client’s wallet.
Overview
Features
Intuitive & efficient access to your research
- Four main asset classes covered
- Autocompletion feature available
- Use the filters to refine your search
- Eight sub-categories for Passion Investments and two sub-categories for Business Deals and Real Estate
Interactivity, great segmentation and project management.
- Direct access to your client’s requests in the space of non-bankable assets
- Keep track of the evolution of transactions
- Key information at a glance
- Messaging system allowing to share offers and easily communicate with your clients and other advisors
Complete solution for non-bankable assets
- Complete simple form efficiently with fields auto-populating with corresponding data/options as you go
- Assets priced fairly and in a transparent way
- Objective valuation improves success rate in negotiations
Match buyers and sellers within your client base
- Post an offer on behalf of your clients in a time efficient manner
- Forms available to download and share as PDF
Ensure quality of deals
- Control what offers you make public and with whom they are shared with (other geographies / institutions)
- Activate / deactivate offers at any time
- Once documentation related to the asset has been validated, mark the offer as validated (and ready to be tokenised in the coming future)
The analytics page gives you a visual real-time snapshot of the activity in the platform
- Keep track of activity in the platform (offer and transaction volume with breakdown)
- Quickly access your client’s offers
Visual Interface for your clients with additional features
Alerts panel
- Activate alert notifications
- Easy to implement and use
- Select your parameters efficiently
- Alternatively, request an offer so the advisor can search for adequate investment options for you
My account
- Your offers directly accessible
- Easy to implement and use
- Graphical representation of your portfolio
- Monitor status progress of offers
My favorites
- Available on the dashboard
- Quick access to your selected offers
- Receive real-time updates in your email