A DIGITAL MARKETPLACE FOR WEALTH MANAGEMENT

Our open architecture has a number of advantages compared to a completely standard solution:

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Flexibility to integrate a selection of modules, and create a unique solution

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Possibility to integrate third-party modules using API

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Freedom to develop 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:

robo-advisor
investor profiling tool
advisor-guided investment advice
mobile banking
advice communication
asset management platform
Client-onboarding-2

Client onboarding

Service account creation

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Investor profiling

Regulatory compliant and interactive questionnaire to determine the risk profile of the investor.

 
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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-1

Rebalancing

Advanced algorithm calculating the orders in order to align the portfolio with the target.

 
Goal-definition-3

Goal definition

Multi-objective definition of life goals like Pension, Grow Capital, Save for Children, Home, etc.

 
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Pension simulation

Smart optimization algorithms, confiburable to work with your investment universe and constraints

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Costs & Fees

Calculate estimated fees or leverage on the OMS and show to the client before execution.

 
Client-segmentation-3

Client segmentation

Segment customers based on their risk profile, wealth level, or any other characteristic.

 
Model portfolio

Model portfolio

Create target allocations per client dimension, including a target buy-list per asset class.

 
 
Live-optimization

Live optimisation

Quantitative optimisation algorithm, calculating the optimal portfolio given the customer characteristics and constraints.

 
 
 
Advisor dashboard

Advisor dashboard

An overview of some key KPIs, commercial objectives, to do's, client activity, etc.

 
 
 
 
Newsfeed-2

Newsfeed

Send relevant news and alerts to your clients in a manual or automated way.

 
 
 
 
Reporting-5

Reporting

An API layer allows the creation of specific reports for each need: customer reports, quarterly reports, risk profiling reports, etc.

 
 
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Recommendation

Propose the optimal portfolio, including the amount to invest and transactions to execute.

 
 
 
Projection-2

Projection

Simulate the expected outcomes of the instruments and of the clients' portfolios.

 
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Historical Performance

Compute the past performance of instruments and of the clients' portfolios.

 
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Porfolio Diagnostics

Risk and performance calculations on all assets and portfolios.

 
 
Alerts

Alerts

Generate proactive alerts for clients or relationship managers based on the risk, performance or events on portfolios.

 
 
 
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Execution-only

Let clients execute transactions on their own initiative.

 
 
 
 

HIGH LEVEL ARCHITECTURE

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