AVANTRADE Wealth Management System

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 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.