The methodology and functionality imbedded in the Private ALM solutions helps the Private Wealth Managers to clearly demonstrate their genuine added value to the client. Advice based on Private ALM provides a better insight in the client’s specific time dependent and changing objectives.
Consequently, Private Wealth Managers are able to have meaningful conversations with the client on the risk and return development of their individual portfolio. Relying on Ortec Finance software solutions the Private Wealth Managers can:
- Formulate the client’s Investment Policy Statement in a structured and dynamic process, including his or her risk and return objectives;
- Assign a particular risk profile to a client based on either Ortec Finance proposed segmentation or on own alternatives;
- Improve the client relationship through periodical review meetings leading into necessary adjustments in either objectives or the investments;
- Offer cost-efficient advice on the level of individual clients based on this systematized approach that allows for managing several client relationships simultaneously.