360-ProVestment® helps advisers construct for their clients in real time, a holistic financial solution.
This application generates a proprietary financial happiness function specific to the client and models over 30,000 scenarios based on the client’s insurance and market risks.
Then it runs around 40 million simulations to stress test against these scenarios.
The result is the best-fit solution which maximizes the client’s 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.
It is 100% API-enabled for a seamless journey from fact finding to straight-through applications.
The engine is scalable across different market maturities. It has been implemented for in-force portfolio management to expand wallet share and customer engagement for new leads acquisition.
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