360-ProVestment® helps advisers construct for their clients in real time, a holistic financial solution that comprises protection and investment
This application generates a proprietary utility function specific to the client and subjects potential solutions to exhaustive algo-based stress-testing in the client’s context of needs, aspirations and attitudes. The result is the best-fit solution which maximizes overall financial well-being for wealth growth and protection.
360-ProVestment® is suitable to be used by advisers of all levels of expertise and experience and staff responsible for business development support. Advisers can generate in real time, a sales compliant, reliable and holistic recommendation baseline.
360-ProVestment® is customizable for local needs and based on the advisers’ accessible product shelf.
It also has APIs available to integrate with existing customer-advisor journey, even supporting a straight-through sales journey.
The engine also supports in-force portfolio management efforts by identifying and winning up- and cross-sell opportunities with precise product recommendations.
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