Audience
Companies interested in a multi-module platform solution to provide their clients with investment advice
About Comarch Wealth Management
Comarch Wealth Management is an integrated, multi-module platform which lets you give the finest investment advice to all your clients, no matter who they are, and how they change. Recommend next steps in minutes. Stay reachable. Build relationships that last. We've built our system to guide advisors and clients to the right investment decisions, step by step. No matter how many clients you have, which segment they belong to, or how experienced your advisors are, you will keep your service at the highest level. Better yet, it will take you less time than you think. It only takes a glance to have a full client investment picture - and that means you can give accurate recommendations within one meeting. Also, you'll be much easier to get in touch with. Think client app, online meetings, shared investment ideas, and more. But what really counts, is that you'll find it easier to keep your finger on the pulse.
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Integrations
Company Information
Comarch
Founded: 1993
Poland
www.comarch.com/finance/banking/comarch-wealth-management/
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Support
Phone Support
24/7 Live Support
Online
Comarch Wealth Management Frequently Asked Questions
Comarch Wealth Management Product Features
Stock Portfolio Management
Client Management
Data Warehousing
For Investment Advisors
Billing & Invoicing
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
