About the Client
Investment Manager Search Book Application – The new Investment Manager Search Application helps customers to search, evaluate and identify suitable investment managers. Intuitively, after an initial screening, the system auto-generates quantitative and qualitative information and formal analysis. The network offered the final report in a presentation form making it easy for customers to understand. The fully automated process was reduced from a week to less than an hour.
Discretionary Services – Another value-added service was the Discretionary Services portfolio. This function empowered client asset managers to make investment decisions on behalf of the customers. The application negated all forms of risk and adhered to regulatory compliances. The user-friendly application helped advisors to derive intelligence from 10 years of data to methodically and accurately offer investment plans for customers.