Self-Investing with Comarch Wealth Management
Acquire digitally savvy self-directed investors and provide them with best-in-class trading experience within a self-investing platform. Empower your existing clients with the right tools to increase their engagement. Retain clients and increase revenue without a large upfront cost.
Comarch Wealth Management is a solution that offers an online trading platform which focuses on investing of the financial institution’s end customers by themselves. It is a powerful, yet easy-to-use self-investing platform for investors, that enables them to stay in control of their investment decisions through market data & research, educational content, investment ideas, thematic strategies, watchlists & alerts, trade execution, positions tracking, and many more.
Digitization of end-to-end trading process through integration with internal and external parties for multiple securities using variety of order types. Your customers receive trade execution capabilities through FIX / proprietary standards combined with portfolio analytics, real-time market data and order monitoring.
Using multiple filter criteria, end-customer can screen for ETFs, mutual funds, equities, and bond products or can set up product watchlists alerts & notifications. They receive also ability to invest in thematic, ethical, sustainable businesses with support from sector-based product searches/ suggestions.
A suitable platform for advanced traders, featuring live prices, advanced market data, product documents, historical performance, AI product ranking, RM recommendations fundamental analysis, technical analysis & level 2 data with various interactive charts and more!
To help realize the idea of a self-investing platform, end customers get access to educational resources in the form of news feeds, videos and articles, while they also get product recommendations & investment ideas from robo-advisory engine or advisors and if needed they can interact for investment advice and support.
Your customers can manage multiple accounts seamlessly based on their trading purpose. In one place they can view their balances and positions, history of transactions, track their assets over time or get market updates.
But this is not everything. With the application you will receive white-label platform designed as per financial institution’s themes and guidelines to offer personalized experience to their customers. You will be able to differentiate offer between multiple client segments, and beginner investors & advanced traders of the financial institution. Your customers will have possibility to customize application’s dashboard and desktop views with real-time pricing charts from multiple Market Data Providers (MDPs), performance graphs or top products. All that with one self-investing platform.
Comarch Wealth Management as a self-investing platform takes customer experience to the next level, by placing customer at the center of wealth offering. It is relevant now than ever, to disintermediate traditional wealth management offering by reducing dependencies on wealth managers and relationship managers, and focusing on development of self-service capabilities, including acting as a platform for investors.
