A DIGITAL MARKETPLACE FOR WEALTH MANAGEMENT
Our open architecture has a number of advantages compared to a completely standard solution:
Flexibility to integrate a selection of modules, and create a unique solution
Possibility to integrate third-party modules using API
Freedom to develop your own UX, or re-use what has already been built by Gambit
COMPOSE YOUR OWN SOLUTION
Our open architecture has a number of advantages compared to a completely standard solution:
Client onboarding
Service account creation
Investor profiling
Regulatory compliant and interactive questionnaire to determine the risk profile of the investor.
Financial situation
An overview of the clients' assets, both cash and non-cash. Assets can be shown by pocket type, envelope type, asset class, line. Information received through API, flat file or manually entered.
Rebalancing
Advanced algorithm calculating the orders in order to align the portfolio with the target.
Goal definition
Multi-objective definition of life goals like Pension, Grow Capital, Save for Children, Home, etc.
Pension simulation
Smart optimization algorithms, confiburable to work with your investment universe and constraints
Costs & Fees
Calculate estimated fees or leverage on the OMS and show to the client before execution.
Client segmentation
Segment customers based on their risk profile, wealth level, or any other characteristic.
Model portfolio
Create target allocations per client dimension, including a target buy-list per asset class.
Live optimisation
Quantitative optimisation algorithm, calculating the optimal portfolio given the customer characteristics and constraints.
Advisor dashboard
An overview of some key KPIs, commercial objectives, to do's, client activity, etc.
Newsfeed
Send relevant news and alerts to your clients in a manual or automated way.
Reporting
An API layer allows the creation of specific reports for each need: customer reports, quarterly reports, risk profiling reports, etc.
Recommendation
Propose the optimal portfolio, including the amount to invest and transactions to execute.
Projection
Simulate the expected outcomes of the instruments and of the clients' portfolios.
Historical Performance
Compute the past performance of instruments and of the clients' portfolios.
Porfolio Diagnostics
Risk and performance calculations on all assets and portfolios.
Alerts
Generate proactive alerts for clients or relationship managers based on the risk, performance or events on portfolios.
Execution-only
Let clients execute transactions on their own initiative.
HIGH LEVEL ARCHITECTURE
