Facingstricter regulations, emerging competitors and major technological changes, Wealth Management firms need to provide high value-added services to their clients while reducing their operational costs.
A complete solution forportfolio and customer relationship management
JUMP WEALTH MANAGEMENT covers the Front-to-Back needs of wealth managers, whether in Private Banks, Family Offices or Asset Management companies. Embedded connectors with the CRM application,partner banks and insurers enable JUMP to automate data recovery and consolidation within a single repository shared by the entire team, from the front to the back office. As a real decision-making tool, the solution offers advanced simulation featuresthat enable the fine analysis upstream of decision-making. JUMP WEALTH MANAGEMENT also automates production of rich and personalized customer reports. In addition, JUMP offers a customized and secure Web Portal Solution for your customers and partners such as distributors or business providers. Improve your performance and extend your business while maintaining your headcount at the same level.
benefits of the solution
Aggregate all your customer data into a single solution capable of consolidating multi-custodian, multi-asset class and multi-strategy assets
Simulate your decisions, apply rebalancing strategies, reduce your exposure to market risk and improve your performance thanks to a large number of embedded analysis tables and charts
AUDIT TRAIL AND COMPLIANCE
Keep an audit trail of all stock market transactions from pre-assignment to order settlement. Ensure compliance of all transactions by relying on automated pre/post-tradechecks
Enhance customer relationship with a 360° customer view, integrate your CRM data, manage investment profiles and specific constraints, provide rich and personalized reports as well as digital access
REAL-TIME MONITORING OF REVENUES PER CUSTOMER
Automate the calculation and control of fees – transaction fees, performance fees, payable and receivable retrocessions. Benefit from real-time dashboards allowing you to monitor all these fees by customer and by typology
Automate the production of personalized reports for your customers and provide your managers with customized decision-making dashboards
Discover our solutions for Wealth Management
Consolidateyour IS thanks to a collaborative, innovative and modular platform