Free up time to focus on client acquisition and retention, by outsourcing asset allocation, fund selection and risk monitoring
Provide a highly cost effective DPM solution, with custom-made options
Implement "sustainable" asset allocation based on your selected fund universe
Help your clients achieve their investment goals, taking into account their risk tolerance, time horizon and wealth needs
Scale up your allocation solutions to address multiple end-clients
Bring DPM/Advisory 2.0 to your clients and improve the intensity of your sales relationships
Meet the new regulatory requirements applicable to investment services