Wealth Management System
Avantrade
Avantrade is one of the leading wealth management platforms available in the industry. Designed to support financial institutions’ wealth management needs.
Avantrade offers a rich range of industry-standard functionalities that enables financial institutions to:
- Have a single view of the customer’s relationship with the firm
- Offer wealth management advisory services
- Manage multiple transactions in a single console
- 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
Elevate the Wealth Management Experience
At Firium, we redefine the wealth management experience, making it accessible and intelligent. It’s not just about managing wealth, it’s about creating legacies.
Avantrade Wealth Management Platform
AVANTRADE Wealth Management System is an integrated, multi-module platform that allows you to give the finest investment advice to all your clients, no matter who they are, and how they change.
Investment Portal
- Avantrade Investment Portal will provide you a 360 degrees view of your customer’s 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 your customer to manage their portfolio and investment plans simultaneously.
Unit Trust
- Supports Various Type of Mutual Funds
- Supports Open End and Close End funds
- Supports Regular Subscription
- Easily Configured Product Parameter
- Supports Corporate Action (Dividend, Disbursement, Mass Switching, Product Closure)
- Multi Fee Tier and Structure, Special Fee
- Sales Commission Tracking
- Regulatory Report
Fixed Income
- Support Primary Market and Secondary Market
- Support Various Type of Bonds (Government Bonds, Corporate Bonds)
- Easily Configured Product Parameter
- Support Dealership and Non-Dealership (inventory) Form of Distribution
- Coupon and Maturity Report
- Transaction, Fee and Sales Commission Tracking
- Regulatory Process for Government Bond Allotment
Bancassurance
- Support Various Types of Insurance Products
- Easily Configurable Product Parameter
- Mirroring Data from Insurance Partner
- Policy, Transaction Fee and sales Commission Tracking
- Built In Template File from Top Five Insurance Partner Company
- Outsource Sales Agent Partner
- Regulatory Report
RM Assist
Added features include portfolio rebalancing capabilities and entity concepts where you can create multiple plans either jointly or individually.
RM Assist is a mobile application that aims to provide assisted selling and self-service through an interactive dashboard.
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 Financial Institutions in Indonesia backed by Avantrade since 2003
Open
Embrace innovation with Avantrade open to Service Oriented Architecture (SOA) capabilities.
Proven
Avantrade Wealth Management Suite deployed in local and regional with total 10,000 branches deployed
Simple
Designed for rapid adoption and seamless unified experience across all modules, ensuring swift and adaptive response to changes.
Fuel your wealth business growth through digitization
Avantrade’s Wealth Dashboards Provide Actionable Insights for both RMs & Investors
Our Partnership with Singapore
Tier 1 Bank in Wealth Creation
Elevating Client Relationships: How The Bank Transformed Wealth Management with Avantrade
In today’s competitive financial landscape, banks are constantly seeking innovative ways to deepen client relationships and provide truly personalized wealth management. A Tier 1 Bank in Southeast Asia, faced this very challenge. They understood that to differentiate their services, they needed a robust, flexible platform that empowered their financial advisors to deliver exceptional, tailored support.
The Challenge: Beyond Transactions to
Personalized Wealth Journeys
The Bank’s management recognized a critical need: to move beyond transactional interactions and offer a foundational platform that enabled a higher degree of personalized support for their clients. These clients, whether focused on wealth preservation or ambitious accumulation goals, required a comprehensive approach.
The ideal solution needed to integrate various crucial elements:
- Holistic Data Management: A system capable of encompassing detailed financial planning data, cash flow, and risk analysis.
- Empowering Tools: Sophisticated planning tools, intelligent portfolio recommendations, comprehensive reporting, and versatile financial calculators.
- Advisor Flexibility: Critically, the system absolutely had to empower financial advisors with real-world flexibility. The Bank understood that their advisors were their greatest asset, and the technology needed to amplify, not limit, their expertise.
The Avantrade Solution: Unleashing Advisor Potential
Firium stepped in to meet The Bank’s exacting requirements by implementing the Avantrade RM Assist Solution. This powerful platform was designed to equip The Bank’s advisors with precisely the tools they needed to effectively manage clients, streamline sales processes, and meticulously organize their workflow.
The cornerstone of the implementation focused on two key modules:
- Financial Planning Module: This core component was instrumental in enabling advisors to capture and consolidate comprehensive customer financial information over time. This created a dynamic, complete, and always-current client profile, allowing advisors to move beyond generic advice and provide truly tailored, relevant recommendations.
- Portfolio Management Module: With a sharp focus on wealth optimization, this module provided robust support for strategic asset allocation across all primary asset classes, including Cash equivalents, Fixed Income, and Equities. This empowered advisors to construct and manage diversified portfolios aligned with each client’s unique risk appetite and financial objectives.
The Impact: A Blueprint for Future Success
By adopting the Avantrade RM Assist Solution, The Bank transformed its wealth management capabilities. They successfully empowered their advisors with the flexibility and comprehensive tools needed to deliver highly personalized services. This case study with The Bank serves as a testament to how Avantrade can help other banks overcome similar challenges, enhance advisor productivity, and ultimately, build deeper, more meaningful relationships with their valued clients.
Ready to explore how Avantrade can help your bank achieve similar success in wealth management?
