F2B Investment Advice improves and standardizes the provision of advice to a client or group of clients. This solution covers the business of investment advice (pensions, investments, cash) for “Mass Affluent” and Private Banking clients. The module also allows the establishment of an investment strategy based on the amounts available and time horizons desired by the client.
F2B Investment Advice delivers an innovative integrated web-based software in the domains of Investment advisory, Asset allocation, Risk (risk profile) and Performance management (reporting). Thanks to an intuitive sequencing, it allows the institution to define the client’s objectives, financial resources available for it, the risk profile and the introduction of automated investment strategy reconciling these different parameters.
Installing F2B Investment Advice provides you and your clients with a large amount of benefits:
For the client :
For the financial institution :
By installing F2B Investment Advice, you will benefit from numerous advantages: the solution can be connected to any back-office system, is multilingual, modular, SOA based, user friendly, 24/7 available and scalable. Finally, the product has been developed using market standards, allowing to significantly reduce the total
cost of ownership (TCO).
F2B Investment Advice is built around a 3-tier technical architecture :
ESB: The Enterprise Service Bus component is responsible for data transformation and transport between the front-end and the back-end system(s). The ESB connectivity allows exchanging on-line messages and is able to process data in a Straight Trough mode (STP) without any manual intervention.
Having its own database, F2B Investment Advice offers our customers extensive reporting possibilities (MIS, pipeline reports, statistics, average loan selling durations, etc.).