MarketPlace Solutions

WealthInitiative

Marketplace for non-bankable assets

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wealthinitiative

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

Second generation marketplace

WealthInitiative is a unique, secure platform allowing wealth management institutions to share a network of deals on behalf of their High Net Worth clients in the fields of Real Estate, Art & Passion Investments and Business Deals. The platform is used internally where wealth management institutions exploit synergies among their own clients, matching sellers and buyers. The platform could also be used externally where deals are shared with other selected wealth management institutions, members of the Wealthinitiative community. In the near future we will leverage on the Blockchain technology to enable asset tokenization, offering limitless opportunity for asset owners and investors in terms of equity and debt trading.

Automated valuation system

Using machine learning and big data giving a true value of non-bankable assets at anytime, anywhere. This will allow asset consolidation and an improved portfolio analysis and understanding.

Digitization of assets on the Blockchain

We are working on the digitisation of assets on the Blockchain for provenance and traceability purposes. The whole history of the asset will be known, verified and secured in real time. Easily shared with business partners, family members or service providers.

Powerful search engine & interactive map available

Intuitive & efficient access to your research

Keep close to your clients

Interactivity, great segmentation and project management.

Automated valuation tool

Complete solution for non-bankable assets

Post offers from your HNWIs clients

Match buyers and sellers within your client base

Validation by oracle

Ensure quality of deals

Platform analytics

The analytics page gives you a visual real-time snapshot of the activity in the platform

Independent client interface

Visual Interface for your clients with additional features

Features

Intuitive & efficient access to your research

WealthInitiative interactive map
  • 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

Resources

Platform Manual
One Pager

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