About Comarch Wealth Management
An all-in-one wealth management platform for universal banks, private banks, and wealth managers. It supports personal advisory, hybrid models, robo-advisory, and self-directed investing (DIY) for retail, affluent, and high-net-worth clients.
Comarch Wealth Management is a comprehensive, all-in-one platform designed for financial institutions, including universal banks, private banks, and wealth managers. The software caters to a wide range of client segments from retail to high-net-worth individuals. It offers flexible service delivery models, including traditional personal advisory, a hybrid model blending human interaction with digital tools, fully automated robo-advisory, and a self-service digital trading platform. Key capabilities include portfolio optimization, investment analytics, discretionary portfolio management, and tools for incorporating ESG and sustainability factors into investment strategies. The platform is cloud-enabled and modular, allowing it to be adapted to different business scales and operational needs. Pricing is not publicly available, and potential customers must contact Comarch for a demo or consultation. The system is designed to be deployed as a cloud solution.
Pros & Cons
- Offers multiple service models including personal advisory, hybrid, robo-advisory, and self-directed trading.
- Provides a comprehensive, all-in-one platform for various types of financial institutions.
- Supports ESG and sustainability-focused investment offerings.
- Cloud-enabled platform allows for scalability and flexibility.
- Features tools for portfolio optimization, investment analytics, and compliance.
- Pricing information is not publicly available and requires contacting sales.
- No information on a free trial or free tier is provided on the website.
- Specific details on third-party software integrations are not listed.
Features
Key features
Equips relationship managers with tools to accelerate investment processes and deliver customer-oriented service.
Combines relationship-driven services with digital collaboration and communication between wealth managers and clients.
Provides automated, compliant, and online investment offerings to end-customers with minimal human involvement.
Offers a self-investing platform for digitally savvy, self-directed investors to manage their portfolios.
Assesses client preferences for green products, offers sustainable investments, and analyzes portfolio impact.
Assesses the potential of the product universe and helps determine optimal product allocation.
Delivers comprehensive and transparent investment analytics for both advisors and clients.
Manages investment strategies, model portfolios, and automatic portfolio rebalancing.
Additional features
Manages the process of bringing new clients onto the platform for various service models.
Allows for the setup and maintenance of model portfolios based on single products or sub-models.
Supports automated rebalancing of multiple portfolios based on predefined algorithms.
Enforces general compliance constraints and individual investment limits.
Provides performance data for client portfolios and investment models.
Facilitates remote interactions and sharing of recommendations between advisors and clients.
Enables digital submission and approval of investment proposals within the client's channel.
Supports customizing the investment offering, content, and communication based on client preferences and behavior.
Pricing
Countries & Languages
Interface languages
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About Comarch Wealth Management
An all-in-one wealth management platform for universal banks, private banks, and wealth managers. It supports personal advisory, hybrid models, robo-advisory, and self-directed investing (DIY) for retail, affluent, and high-net-worth clients.
Comarch Wealth Management Details
Comarch Wealth Management's In-App Market Place
Does Comarch Wealth Management have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
Pros & Cons
- Offers multiple service models including personal advisory, hybrid, robo-advisory, and self-directed trading.
- Provides a comprehensive, all-in-one platform for various types of financial institutions.
- Supports ESG and sustainability-focused investment offerings.
- Cloud-enabled platform allows for scalability and flexibility.
- Features tools for portfolio optimization, investment analytics, and compliance.
- Pricing information is not publicly available and requires contacting sales.
- No information on a free trial or free tier is provided on the website.
- Specific details on third-party software integrations are not listed.
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MTN Homeland
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