AVANTRADE Wealth Management System

Avantrade Wealth Management Systems

AvantradeTM, is one of the leading wealth management platforms available in the industry. Designed to support financial institutions’ wealth management needs, Avantrade enables financial institutions to offer a wide spectrum of wealth products and services, from a product-focused branch sales platform for retail customers to a client-centered wealth management center and mobile based sales platform for the mass affluent and high net-worth individuals.

AvantradeTM delivers cutting-edge functionality, designed to break down organizational silos, along with full support for seamless virtual/mobile user experiences, and a modern architecture for maximum flexibility.

AvantradeTM 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 through Avantrade’s financial planning and portfolio management tools.
  • Manage transactions of multiple wealth products in a single console.
  • Streamline back office operations such as payment and settlement processing as well as corporate actions.
  • Monitor sales and advisory performance and calculate sales incentives.
  • Empower mobile sales force to meet, sell and serve the customers, anytime and anywhere.
  • Meet regulatory and compliance requirements.