Protegesoft Wealth Management

 
Protégésoft works to solve the needs of investors by providing financial visualization and wealth management solutions to better manage their portfolios. It is an enterprise oriented platform for financial planning, portfolio and risk management for wealth management applications in a web 2.0 environment.

 

With Portfolio Builder customers can dynamically construct and rebalance portfolios and set alerts to notify users when the risk deviation exceeds acceptable levels. These capabilities result in portfolios that are risk adjusted and helps investors to achieve optimal investment performance.

 

Key benefits:

  1. Optimized investment portfolios resulting in consistent above average returns
  2. Lower unit costs for portfolio monitoring and rebalancing achieving more than 1000% productivity gains.
  3. Multiple-account rebalancing enables banks and financial institutions to serve the mass retail market effectively.

Wealth Management Digest

 

Tech Watch

Subpages (1): Partners