Provider Category: Wealth Management
Interactive Advisor – Adviscent
Interactive Advisor – Drive revenues with the right content at the right time in the right format.
Personalize the content and advice experience delivered across channels with Interactive Advisor
Given the exponential growth of available financial market information, investors are overwhelmed and struggling to find relevant content and ideas for their investment decisions. Professional investment advisors are equally tested by well-informed customers and the increased demand for personalized investment advice.
In response to this challenge, Adviscent developed a savvy content hub called Interactive Advisor to provide user-led content solutions for wealth management clients.
Overview
Content Creation
Create investment research and offering content based on predefined data structures for equity reports, structured products, asset classes, countries and regions Base content creation on industry standards like open fund standard Benefit from built-in market data feeds to automate creation process.
Content Management
Coordinate different functions from the investment office, research and offering department Manage translations and local versions Preview content in all form factors – HTML – Web – Mobile and PDF.
Distribution of research & content
Use your content in specific business context for prospecting, retention, pricing and share of wallet use cases Benefit from Adviscent’s API library to integrate the content on your preferred channel and format.
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Quantify Risk of Investment Portfolios and Turn Data into Action
In today’s world, where spikes in volatility are the new normal, EdgeLab provides investment management professionals with the confidence they need to make better and informed decisions. We utilize cutting-edge technologies and the most advanced statistical models to derive the true risk of any asset based on thousands of risk factors. We also support evolving regulatory market risk guidelines. In particular, our solution allows you to implement an efficient framework to constantly conform with investor protection (suitability and appropriateness) in the context of MiFID II.
Overview
360° View on Risk
Understand what drives the risk of your portfolio and measure its impact across any dimension – granular or aggregated. You can use this data to trigger immediate actions and optimize portfolio performance.
Regulatory Compliance
In the context of regulations such as MiFID II, you get precise risk classification at both the portfolio and product levels across all asset classes and currencies to ensure client funds are invested appropriately.
Easy Integration
Our solution is cloud-based and requires very little input from the users. You can integrate it into your existing application landscape through API or access it through Temenos’ WealthSuite, where it’s already embedded.
Enhanced Client Relationship
Use risk metrics to generate bespoke investment proposals and engage clients with reports and insights personalized to their unique objectives and preferences.
Operational Efficiency
We leverage modern technologies that allow us to provide risk metrics in second. They enable you to streamline the creation of investment proposals and gain traction by serving more clients.