Protégé Portfolio Builder is an end to end wealth management system encapsulating the front, middle and back office solutions for a typical bank or financial institution. Portfolio Builder is also the name of the core portfolio managment system, for which we have earned several echolades and awards. Today, Portfolio Builder represents the entire stack of solutions ranging from financial planning; to surveillance and anti-fraud detection systems; and modules that integrate into back-end transactionary systems. We have also included a adminstrator console to enable configuration management and therefore the system can be installed and configured in a matter of months, if not in a matter of days.
The diagram below illustrates the relationship between the various modules. We have also included in depth discussion about the various modules in separate web pages discussing the core feature and functionalities, as well as the main benefits of the module / system.
Summary of Features
Front Office
- Financial Planning Module
- Built in KYCs (Know Your Client) to do financial needs analysis for all your clients
- Create risk profile for all your clients
- Create Individual Investment Plans for all your clients
- Client and Account Management Modules
- CRM and Sales optimisation Modules
- Personalize your start page on the fly through web parts.
Middle Office
- Construct portfolios using strategic, dynamic or user-defined asset allocation techniques.
- Optimize portfolio risk efficiency through periodic or ad-hoc portfolio rebalancing.
- Built-in event-state alerts to track unintended risks on your portfolio
- User-defined/dynamic classification of Mutual Funds or Unit Trusts.
- Portfolio performance is time/asset weigthed and is GIPS Ready (Global Investment Professional Standards).
- Compute current Net Asset Value of your client portfolios (GIPS Ready)
- Contruct multiple model portfolios and composite fund-of-funds to manage thousands of client portfolios.
- Rebalance single or multiple portfolios in minutes.
- Benchmark your client's porfolio against predefined model portfolios
- Use Monte Carlo risk analysis to monitor financial risks on your portfolios.
- Monitoring and Surveillence tools to detect fraud and product churn by your relationship managers (Optional)
- Fund analytics to compute risk, expected returns, historical mean for single and multiple time periods.
Back Office
- An integrated platform with Straight Thru Unit Trusts Transactional Processing with Aviva's Navigator systems in Singapore.
- Use different color schemes and layout to suit your preferences
- Protege Enterprise Bus (Core): to integrate the various modules seamlesslessly
- Interoperable: use web services to integrate with other enterprise applications in your heterogeneous environment
- Enhanced security and encryption to meet the stringent security requirements of any financial institution.
- Extensible Application Framework to configure (and not customise) the application to suit your needs.
Value Proposition Protege Portfolio Builder is an enterprise platform that brings several direct and indirect benefits to the user. The main benefits of this system are:
- Use of a sophisticated portfolio rebalancing technique, so that your investors can enjoy risk adjusted returns on their portfolios- improve investment ROI
- Track, monitor and manage thousands of client portfolios
- Serve the mass affluent market effortlessly with our powerful rebalancing engine by reducing administrative expenses
- Use the personalization engine, reporting services, and configuration management tool to expedite project implementation effort. Hence improving project ROIs.
Solution OverviewSolution Overview
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