Wealth Management System

This system provides our bank customers integrated, comprehensive and functional applications in managing client relationship, investment portfolio and conducting financial planning. It supports wealth management activities such as risk tolerance analysis, client profiling and investment planning.

System Functions

Investment planning module:
Based on client’s different financial situation, expectation and investment target to establish the financial model. After analyses and calculates each proposed investment plan’s net value for the investment periods, the system produces detailed recommendations

Financial planning module:
Including financial calculator, Retirement pension, Insurance requirement analysis, children’s education requirement analysis, Requirement of Asset appreciation analysis, risk trend analysis and cash flow analysis, etc.

Sales Staff Performance Evaluation module:
Pre-setup of sale target or forecast including sales target by financial product, total investment amount managed, income, and number of new clients, etc. then, the system will compare actuals to the forecast at different forecast level and produce variance analysis report.

Data exchange module:
Input: fund price, interest rate, currency exchange rate, cash investment portfolio and trading history
Output: Client information, account information, price, interest rate, currency exchange rate, cash investment portfolio and trading info and sales staff performance report, etc.

This system is web based with highly user-friendly interface and components software structure.