{"id":1496,"date":"2019-09-18T12:00:18","date_gmt":"2019-09-18T10:00:18","guid":{"rendered":"https:\/\/www.unriskomega.com\/fintech-loesungen\/wealth\/"},"modified":"2022-12-22T14:56:50","modified_gmt":"2022-12-22T13:56:50","slug":"wealth","status":"publish","type":"page","link":"https:\/\/www.unriskomega.com\/en\/fintech-solutions\/wealth\/","title":{"rendered":"Wealth"},"content":{"rendered":"\n<div class=\"wp-block-cloudweb-blocks-video-hero alignfull\" style=\"background-color:#418ab3\">\n<div class=\"wp-block-cloudweb-blocks-hero-columns hero-columns two-columns\"><div class=\"wrap\"><div class=\"hero-column hero-column-details\">\n<span class=\"wp-block-cloudweb-blocks-span\">Solutions &amp; services<\/span>\n\n\n\n<h1 class=\"is-small wp-block-heading\">WEALTH<\/h1>\n\n\n\n<div class=\"hero-message-body\"><p>The comprehensive digital investment advice solution supports the client advisor throughout the entire advisory process, from the investor profiling to the generation of investment proposals and the implementation of the recommended transactions. <\/p><\/div>\n\n\n<\/div><div class=\"hero-column hero-column-visual\"><figure><img decoding=\"async\" src=\"https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/12\/wealth_k-dashboard_tablett.png\" alt=\"Wealth - K-Dashboard - Tablet\"\/><\/figure><\/div><\/div><\/div>\n<div class=\"video-hero-wrap\"><figure><div class=\"VideoBg-module_wrapper__3FlD_ hero-video-background-wrap\"><video class=\"VideoBg-module_video__2IPmN hero-video-background\" autoplay loop muted src=\"https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/11\/Blau_iStock-627764912.mp4\"><\/video><\/div><\/figure><\/div><\/div>\n\n\n\n<h2 class=\"is-small wp-block-heading\">Digital support for investment advice<\/h2>\n\n\n\n<p>Our comprehensive investment advice solution, with its modular structure, supports the advisor in their daily work and covers the entire investment advice process. The modules range from investor profiling and the analysis of portfolios to the generation of investment proposals including the regulatory required documentation and the implementation of transactions in the order management system.  <\/p>\n\n\n\n<div class=\"find-out-more-section find-out-more-section-form alignfull\"><div class=\"wrap\"><div class=\"find-out-more\"><div class=\"find-out-more-left\"><h4>Download brochure now<\/h4><p><\/p><\/div><div class=\"find-out-more-right\"><button class=\"wp-block-cloudweb-blocks-cloudweb-button is-style-secondary\" type=\"button\" title=\"Download\" rel=\"button-form\">Download<\/button><\/div><div class=\"find-out-more-form\" title=\"Download\" rel=\"kontakt-form\">\n<div class=\"wp-block-cloudweb-blocks-classic-block find-out-more-form-above-form\"><\/div>\n\n\n<script type=\"text\/javascript\">var 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maps the regulatory set of rules such as (but not limited to) FIDLEG and MiFID II. Based on this, the entire investment advice process of the bank will be mapped in a regulatory conform way. This includes the implementation of investor profiling, reviewing the appropriateness and suitability of advice content as well as complying with documentation and research obligations.  Besides this, the solution offers comprehensive additional functions and numerous analysis and simulation functionality. These include consolidation functionality, including the collecting of assets at third-party banks, individualizable templates for customer reports as well as a protected user interface for direct client contact.  <\/p>\n\n\n\n<p>The solution can be operated in different operating models such as on-premise, partial-on-premise and in the cloud. Furthermore, the solution offers a variety of interfaces for the integration with key banking systems and solutions from third-party service providers. This accelerates the initialisation of the solution significantly.<\/p>\n\n\n\n<div class=\"wp-block-cloudweb-blocks-product-features alignfull features-section\"><div class=\"wrap\"><div class=\"features-section-heading\"><h2>Key Features<\/h2><\/div>\n<div class=\"features-block\">\n<div class=\"features-text-block\">\n<div class=\"feature\"><h3>Compliance Framework<\/h3><p>Integrated rule engine for the mapping of regulations such as FIDLEG, MiFID II as well as internal investment guidelines (concentration of risk, bandwidths, etc.).<\/p><\/div>\n\n\n\n<div class=\"feature\"><h3>Risk Framework<\/h3><p>Scalable risk engine for an accurate assessment of product and portfolio risks (incl. PRC) as well as scenario\/sensitivity analysis, risk attribution and simulation of the (degree of) achievement of financial targets.<\/p><\/div>\n\n\n\n<div class=\"feature\"><h3>Portfolio analysis<\/h3><p>Comprehensive analysis tools for customer portfolios with allocation analysis, maturity analysis and analysis of the adherence with the appropriateness and suitability requirements of the regulations.<\/p><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-cloudweb-blocks-feature-image feature-image\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"823\" src=\"https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/12\/wealth_analyse-suitability_desktop-1024x823.png\" alt=\"Wealth - Analyse Suitability - Desktop\" class=\"wp-image-904\" srcset=\"https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/12\/wealth_analyse-suitability_desktop-1024x823.png 1024w, https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/12\/wealth_analyse-suitability_desktop-300x241.png 300w, https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/12\/wealth_analyse-suitability_desktop-768x617.png 768w, https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/12\/wealth_analyse-suitability_desktop-1536x1234.png 1536w, https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/12\/wealth_analyse-suitability_desktop-2048x1645.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"features-block reverse-blocks\">\n<div class=\"features-text-block\">\n<div class=\"feature\"><h3>Breakdown of funds<\/h3><p>Integration of data of fund breakdowns to correctly map the portfolio allocation.<\/p><\/div>\n\n\n\n<div class=\"feature\"><h3>Third-party banks portfolios<\/h3><p>Recording of third-party bank portfolios to display the total wealth of the client.<\/p><\/div>\n\n\n\n<div class=\"feature\"><h3>Consolidation<\/h3><p>Consolidation of client portfolios of different client or banking relationships to display the total wealth of the client.<\/p><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-cloudweb-blocks-feature-image feature-image\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"784\" src=\"https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/12\/wealth_analyse-goal_tablett-1024x784.png\" alt=\"Wealth - Analyse Goal - Tablet\" class=\"wp-image-908\" srcset=\"https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/12\/wealth_analyse-goal_tablett-1024x784.png 1024w, https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/12\/wealth_analyse-goal_tablett-300x230.png 300w, https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/12\/wealth_analyse-goal_tablett-768x588.png 768w, https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/12\/wealth_analyse-goal_tablett.png 1293w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"features-block\">\n<div class=\"features-text-block\">\n<div class=\"feature\"><h3>Sample portfolio \/ list of recommendation<\/h3><p>Collection and backtesting of sample portfolios and of list recommendations for customer advisors.<\/p><\/div>\n\n\n\n<div class=\"feature\"><h3>Investment proposals<\/h3><p>Compilation of investment proposals on the basis of sample portfolios, lists of recommendations or via individual transactions. Simulation of asset reallocation including revaluation of the portfolio and review of the relevant rule set in real time.<\/p><\/div>\n\n\n\n<div class=\"feature\"><h3>Portfolio review<\/h3><p>Periodical portfolio reviews including a presentation of the key performance figures of the customer&#8217;s portfolio.<\/p><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-cloudweb-blocks-feature-image feature-image\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"587\" src=\"https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/11\/analyse-szenario-1024x587.png\" alt=\"Wealth - Analyse Szenarien - Notebook\" class=\"wp-image-727\" srcset=\"https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/11\/analyse-szenario-1024x587.png 1024w, https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/11\/analyse-szenario-300x172.png 300w, https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/11\/analyse-szenario-768x440.png 768w, https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/11\/analyse-szenario-250x143.png 250w, https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/11\/analyse-szenario.png 1338w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"features-block reverse-blocks\">\n<div class=\"features-text-block\">\n<div class=\"feature\"><h3>Customer output<\/h3><p>Different templates for investment proposals, portfolio review or investor profiling including all relevant and regulatory required supplements such as product information sheets, overview of costs etc.<\/p><\/div>\n\n\n\n<div class=\"feature\"><h3>Investor profiling<\/h3><p>Individualizeable profiling module to determine the investment services and the risk profile of the client including multi-asset-class simulations to visualise the recommended investment strategy.<\/p><\/div>\n\n\n\n<div class=\"feature\"><h3>Portfolio monitoring<\/h3><p>Automated portfolio monitoring with action guidelines for the investment advisor in cases of noncompliance with the regulations.<\/p><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-cloudweb-blocks-feature-image feature-image\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"784\" src=\"https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/12\/wealth_umschichtung_tablett_new-1024x784.png\" alt=\"Wealth - Umschichtung - Tablett\" class=\"wp-image-911\" srcset=\"https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/12\/wealth_umschichtung_tablett_new-1024x784.png 1024w, https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/12\/wealth_umschichtung_tablett_new-300x230.png 300w, https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/12\/wealth_umschichtung_tablett_new-768x588.png 768w, https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/12\/wealth_umschichtung_tablett_new.png 1293w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"features-block\">\n<div class=\"features-text-block\">\n<div class=\"feature\"><h3>Client mode<\/h3><p>Password protected client mode to apply the solutions in face-to-face client contact.<\/p><\/div>\n\n\n\n<div class=\"feature\"><h3>Interfaces<\/h3><p>Comprehensive interfaces for the integration with key banking systems and third-party solutions and various APIs to use the data in third-party solutions such as e-banking or customer portals.<\/p><\/div>\n\n\n\n<div class=\"feature\"><h3>Technology<\/h3><p>Responsive GUI for a device-independent usage of the solutions (e.g. usage on a tablet in a client meeting).<\/p><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-cloudweb-blocks-feature-image feature-image\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"823\" src=\"https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/12\/wealth_anlageuniversum_desktop-1024x823.png\" alt=\"Wealth - Anlageuniversum - UnRiskOmega - Desktop\" class=\"wp-image-900\" srcset=\"https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/12\/wealth_anlageuniversum_desktop-1024x823.png 1024w, https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/12\/wealth_anlageuniversum_desktop-300x241.png 300w, https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/12\/wealth_anlageuniversum_desktop-768x617.png 768w, https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/12\/wealth_anlageuniversum_desktop-1536x1234.png 1536w, https:\/\/www.unriskomega.com\/wp-content\/uploads\/2019\/12\/wealth_anlageuniversum_desktop-2048x1645.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"find-out-more-section find-out-more-section-form alignfull\"><div class=\"wrap\"><div class=\"find-out-more\"><div class=\"find-out-more-left\"><h4>See investment advirsory solution now? <\/h4><p>I would like a non-binding presentation of this solution<\/p><\/div><div class=\"find-out-more-right\"><button class=\"wp-block-cloudweb-blocks-cloudweb-button is-style-secondary\" type=\"button\" title=\"Contact us\" rel=\"button-form\">Contact us<\/button><\/div><div class=\"find-out-more-form\" rel=\"kontakt-form\">\n\n<div class=\"wp-block-cloudweb-blocks-classic-block find-out-more-form-above-form\">\n\n<p>Just fill in the form and we will contact you<\/p>\n\n<\/div>\n\n\n                <div class='gf_browser_gecko gform_wrapper gform_legacy_markup_wrapper gform-theme--no-framework' data-form-theme='legacy' data-form-index='0' id='gform_wrapper_3' ><style>#gform_wrapper_3[data-form-index=\"0\"].gform-theme,[data-parent-form=\"3_0\"]{--gf-color-primary: #204ce5;--gf-color-primary-rgb: 32, 76, 229;--gf-color-primary-contrast: #fff;--gf-color-primary-contrast-rgb: 255, 255, 255;--gf-color-primary-darker: #001AB3;--gf-color-primary-lighter: #527EFF;--gf-color-secondary: #fff;--gf-color-secondary-rgb: 255, 255, 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