INVESTMENTS
INVESTMENTS
DWM Platform
A digital platform that automates the entire wealth management workflow leveraging cutting-edge technology
A solution that automates the entire wealth management lifecycle, from customer profiling to portfolio creation to monitoring and rebalancing portfolios. It creates an ideal portfolios base on the customer risk profile, assesses investment propositions to maximize return, while monitoring and rebalancing for continued results.
Leverages AI / Robotic technology
Self service client portal
Asset manager terminal
Tickers inventory
RM terminal
Customer risk profiling
Alpha - Robo brain
Alpha is the robo brain to:
Optimize portfolios based on given constraints by asset manager
Trigger rebalancing on defined use cases
Monitor portfolio performance
Asset management terminals
Asset manager & compliance control dashboard to:
Define risk classes
Monitor customer onboarding
Monitor & approve trading orders
Define portfolios, back testing,...
Configure rebalancing
Customer access
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Mobile/Web access
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Customer interface for all functions:
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Onboarding
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KYC
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Investment Plan Selection
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Deposits/Withdrawal Requests
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Investments Follow Up
Tickers inventory
Multi-Markets
Multi-asset classes
Currency conversion
Dividends/Coupons collection
Tax consideration
Ability to use any tradable instrument like:
Stocks
ETFs
Mutual Funds
Investment Strategies
Bonds
Treasury Bills
