Avantrade
Wealth Management System
Avantrade
Avantrade is one of the leading wealth management platforms available in the industry.
Avantrade offers a rich range of enterprise-grade functionalities that enables financial institutions to:
- Have a 360 degree view of the customer’s relationship with the firm
- Offer highly personalized RM advisory services
- Manage multiple transactions on a single platform
- Streamline back-office operations such as payment and settlement processing as well as corporate actions
- Monitor sales performance and calculate sales incentives
- Empower mobile sales force to meet, sell and serve the customers, anytime and anywhere
- Meet regulatory and compliance requirements
Avantrade
Wealth Management Platform
AVANTRADE Wealth Management System is an integrated, multi-module platform that enables wealth management teams to deliver effective investment advisories to diversified clientele.
Investment Portal
- Avantrade Investment Portal will provide a 360 degrees view of the customers’ portfolio.
- Customers can make new investments and redeem funds by using either smartphones or laptops.
- Avantrade Investment Portal module is embedded with excellent capabilities that could enable the customers to manage their portfolio and investment plans simultaneously.
Unit Trust
- Supports Various Types of Mutual Funds
- Supports Open End and Close End Funds
- Supports Regular Subscription
- Easily Configured Product Parameter
- Supports Corporate Actions (Dividend, Disbursement, Mass Switching, Product Closure)
- Multi Fee Tiers and Structured, Special Fees
- Sales Commission Tracking
- Regulatory Reporting
Fixed Income
- Support Primary Markets and Secondary Markets
- Support Various Types of Bonds (Government Bonds, Corporate Bonds)
- Easily Configured Product Parameters
- Support Dealership and Non-Dealership (inventory) Forms of Distribution
- Coupon and Maturity Reporting
- Transactions, Fees and Sales Commission Tracking
- Regulatory Process for Government Bond Allotment
Bancassurance
- Support Various Types of Insurance Products
- Easily Configured Product Parameters
- Mirroring Data From Insurance Partners
- Policy, Transaction, Fee and Sales Commission Tracking
- Built-In Template Files From Top Five Insurance Partner Companies
- Outsource Sales Agent Partners
- Regulatory Reporting
RM Assist
- Enables the RMs to interact with the customers and provide them with the most reasonable advice for their investment goals.
- Rebalancing capability
- Supports Individual and Joint Accounts
- Available in Mobile Application and Web Application
- Interactive Dashboards
Why Avantrade?
Avantrade delivers cutting-edge functionality designed to provide full support for seamless virtual or mobile use experience with modern architecture flexibility.
Trusted
About 70% of Indonesia’s Financial Institutions have been backed by Avantrade Platform since 2003
Open
Embrace innovation with Avantrade open to Service Oriented Architecture (SOA) capabilities.
Proven
Avantrade Wealth Management Suite deployed in more than 10,000 branches
Simple
Designed for rapid adoption and seamless unified experience across all modules, ensuring swift and adaptive response to changes.
Our Partnership with Singapore Tier 1 Bank in Wealth Creation
Elevating Client Relationships: How The Bank Transformed Wealth Management with Avantrade
To stand out, a Southeast Asian Tier 1 bank needed a flexible platform enabling advisors to provide personalized wealth management and deepen client relationships.
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The Challenge: Beyond Transactions to Personalized Wealth Journeys
The bank saw the need to shift beyond transactions and provide a platform enabling deeper, personalized support for clients seeking wealth preservation or ambitious growth.
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The Avantrade Solution: Unleashing Advisor Potential
Firium delivered the Avantrade RM Assist platform, empowering advisors with tools to manage clients, simplify sales processes, and maintain a well-organized workflow.
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The Impact: A Blueprint
for Future Success
Avantrade RM Assist boosted advisory productivity and personalized support, helping banks strengthen client relationships and overcome similar challenges.
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Fuel your wealth business growth through digitization
Our platform is designed to elevate the advisory experience by equipping advisors with the right tools