URO Advisor solutions are being extended with an Investment Campaign Management module

Together with an existing UnRiskOmega client, a new Investment Campaign Management module is being developed for the URO Advisor solutions.

The module enables the investment office to create and orchestrate investment campaigns such as buy, sell and switch recommendations. Campaigns can be distributed in a targeted way to client advisors – including the automatic identification of relevant client portfolios.

This makes it possible to plan, execute and evaluate investment campaigns efficiently. The integration directly into the advisory process supports banks in embedding investment ideas into client advisory in a structured and traceable way.

The Investment Campaign Management module will be made available as an optional extension to all users of the URO Advisor solutions.