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Protege Portfolio Builder |
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@ : Protege Portfolio Builder : Financial Planning
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Protege Financial Planning System is an enterprise web based solution typically
deployed by banks and financial institutions. It serves as a point of sale, administrative
and compliance management system for the various departmental users. The key features
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- Detailed and quick financial analysis and plans
- Risk Assessment modules
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Risk scoring system
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Question bank
- Detailed navigational flows
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Quick navigational flows for:
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Retirement Plan
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Education Plan
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Savings Plan
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Investment Plan
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Insurance Needs
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Others
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User defined flows
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Reporting Services
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Dynamic reporting
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Graphical reports
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Case files review procedures
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History of case files
Actual vs "what if?" datas
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Follow up activities
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Profit and Loss statement
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"What if?" scenarios
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Efficiency frontier
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