DYNAMIC ASSET ALLOCATION PROVIDES EXCEPTIONAL INVESTMENT PERFORMANCE
Key to building your nest egg is to have a sound financial plan. Protégé’s Portfolio Builder
provides the accuracy and reliability for Financial Institutions to plan, build
and grow their clients’ financial portfolios.
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Protégé Portfolio
Builder includes a revolutionary expert,rule-based software application that
removes the risk of costly human errors in the fast paced, voluminous-documentation,
time consuming and error prone wealth management process.
It also allows the relationship manager to take advantage
of opportunities where there are significant volatility or shifts in the financial
markets and in doing so better manage client risk and return promptly on client-specific
on-demand requirement.
We provide the means to continually improve the efficiency for
wealth management operations. We provide an objective method for improving client servicing in terms of:
- Risk management;
- Portfolio opimisation;
- Timeliness of information provision; and
- Increasing frequency of client update with cost effectiveness.
Our solutions offer the
depth and breath of the entire wealth management business. We have encapsulated
the front, middle and back office functions to offer the most comprehensive wealth
management platform in Asia Pacific.
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Dynamic Portfolio Rebalancing |
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Dynamic portfolio rebalancing is an active approach to risk management.
This technique involves shifting of non-performing assets to risk free assets and moving them to performing assets.
With this technique, investors can safeguard against potential losses in a downturn and gain exceptionally in an upswing.
Protege Portfolio Builder is the only system that can rebalance thousands of accounts in a matter of minutes. This is truely an
enterprise class application suitable for mid and large banking and financial institutions.
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Surveillance Systems |
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Protege's surveillance suite includes routines for tracking:
- Politically Exposed Persons
- Shared Personal Data
- High Transactional Behaviours
- Hotlist / Watchlist
- Product Churning by advisors or relationship managers. Tracks transaction with high frequency for each and every client
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Solution Map
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Front Office |
Middle Office |
Back Office |
We offer an array of front office wealth management solutions from Financial Planning,
to Contact Management to Personalization engines.
Typical users:
- Relationship Managers
- Financial Advisors
- Portfolio Managers
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Protege's middle office solutions include our groundbreaking portfolio management
system, surveillance systems for fraud and anti-churn, and portfolio/fund analytics.
Typical users:
- Portfolio Managers
- Compliance Officers
- Relationship Managers
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Our back office modules offer the operations, administrative and IT department with
a set of tools that eases transaction processing, custody management and system
configuration.
Typical users:
- Operations
- Compliance
- Information Technology
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Gain
Exceptional Value |
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Proven asset management strategy: Protege uses a demonstrable technology to attain superior investment returns.
- Portfolio management talent is now affordable
: Our solution encapsulates the functions of a portfolio manager saving ‘expert’
time for other more important matters.
- Lower administrative costs: Reduce admin
overheads by outsourcing the entire portfolio administration to Protege .
- Compliance: Adopt global standards for
administering portfolio churn applicable to funds switching. Reduce regulatory risks
and track your clients and Relationship Manager's activities.
- Adaptive technology translate to higher
operating efficiencies for the business processes.
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