Performance Check
A B2B2C tool for banks, wealth managers, and advisors to offer clients and prospects a fair, transparent, and easy-to-understand assessment of their portfolio's performance held with competitors, helping generate leads.
- Automated portfolio scanning and analysis
- Comparison with appropriate benchmarks
- Plain-text explanations of performance results
- Lead generation for the financial institution
Proposal Generator
A tool for financial advisors to generate high-quality investment proposals aligned with your House View and tailored to client preferences. Regulatory-compliant recommendations for both portfolio rebalancing and new money.
- House View alignment and consistency
- Client-specific risk profiling and preferences
- Portfolio rebalancing and new money proposals
- Comprehensive narrative for client presentations