Wealth Platform

360 DEGREE, SINGLE SYSTEM
FRONT-TO-MID ADVISORY SOFTWARE SOLUTION

  • One central system with 360-degree investment and non-investment portfolio information
  • Speeds up and streamlines client meetings through step-by-step remote workflows
  • Increases advisory network productivity
  • Cuts down on administration
  • Strong customer engagement
  • MiFID 2 compliance
wealth platform

Quantifiable effects of
advisory digitalisation

63%

63% of clients state that they would like better collaboration with financial advisors

76%

76% of clients would appreciate the ability to get a holistic view of all of their accounts

50%

50% of advisors use separate systems with separate login and not a feature-complete aggregate advisory system

With the current level of digitalization of the industry, it’s not enough to focus only on the client facing platforms, but it’s also important to give the bank’s relationship managers a highly advanced and ergonomic digital platform for their everyday work.

EMILIA JAKUBIAK

EMILIA JAKUBIAK

Director of Brokerage House BNP Paribas Bank Polska

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Wealth Platform core features

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