Augmented Advisory

For: Asset Managers, Wealth Managers

Objective

  1. How to harness technology to augment your advisory capabilities?
  2. How to provide a differentiated advisory service that leverages existing expertise?
  3. How to improve client engagement, client service and connect your advice to model portfolios?

Problem

Various hurdles can make answering these questions challenging, such as:

  •  Manual, spreadsheet-dependent processes preventing advisory solutions from scaling.
  • Dated technology resulting in insufficient digital engagement.
  • Cumbersome client-proposal generation process.

Solutions

ALPIMA solves the problem with:

  • AIMS –  Our enterprise platform to build, connect and manage different types of portfolios in one place, so you can deliver augmented advisory under your own rules.
  • ALPIMA META – Our powerful admin app which allows you to administer users and monitor activity across multiple user types.

Results

The result is a huge step up in capabilities, whereby portfolios are handled as digital objects to enable:

  • Effective profiling
  • Customised optimisation
  • Interactive scenario analysis
  • Dynamic simulation and impact analysis
  • In-depth portfolio analysis

The modular ALPIMA platform allows Advisory teams to: 

  • Produce automated recommendations.
  • Link recommendations to SAA/TAA.
  • Generate “1-click” comprehensive reports.

ALPIMA integrates with your existing systems (CRM, OMS/PMS, in-house data etc.) to act as single access point for multiple types of users.

This allows advisors to provide differentiated advice in real time and at scale while leveraging their expertise and that of their firm.

Business Benefits

  • Provide cutting edge Advisory As A Service: State-of-the art advice and digital engagement under your brand.
  • Deliver Investment Intelligence™ while leveraging your brand, expertise and product preferences.
  • Improve customer loyalty and decision making by visualising the impact of prior decisions, and enabling informed course corrections.
  • Administer the platform via the ALPIMA Admin App and view valuable internal and client usage data.

Learn more about how ALPIMA solutions can help you and your clients

ALPIMA offers a complete range of solutions for Asset and Wealth managers, Banks, Product Providers, Institutional Investors and Asset Owners.

Learn more