Advisor Workbench
Advisor Workbench (AWB), WealthCraft's flagship product, is designed to enhance
the level of service excellence in wealth management firms today. AWB is a completely
customizable multi-language, client-focused platform that provides integrated market
research, financial planning, portfolio management, and customer relationship management
(CRM) for front-line sales teams.
Comprehensive Features
Core Module
- Dashboard: User-defined dashboard enabling users to select information to be displayed
according to their needs
- Audit Trial: Logs users’ actions on system records
- Log History: Login and logout history
- Product Management: Customers can create and manage product information
- Directory: Set up organization, users and roles and share hierarchy
- Tight integration with Microsoft® Office and Outlook®
Financial Planning Module
- Variety of Calculators: e.g. Education, Saving, Currency Conversion, Retirement,
Required Return Calculators etc.
- Risk Profiling: Analyze customer risk profile based on questionnaire
- Strategic Assets Allocation
- Product Selection
- Hypothetical Analysis
- Portfolio Rebalancing Tools
- Proposal Generation
Portfolio Optimization Module
Advanced Portfolio Optimization tool for financial advisors to construct tailored
portfolios for clients
Portfolio Management and Analytics Module
- In-Depth Asset Classification: in terms of Asset, Currency, Geography and Industry
- Managed Account Monitoring: for individual investment product performance, Wrap
account performance, and multi products valuation
- Non-Managed Account Monitoring: Record and update client investments in other financial
institutions
- Consolidated Statement: Provide truly consolidated statements to clients
- Transaction History
- Portfolio Performance Against Benchmark
- Risk Analytics on Portfolio
Alerting Module
User-defined email alert system allows financial advisors to better monitor client
investments with the following features:
- Price Alert: defines price of a product or index movement alert
- Account Alert: defines customer account performance movement alert
- Key Date Alert: for birthday, maturity of deposit, interest payment dates etc
Market Research Module
Working with mutual fund data providers to offer Investment Analytical Tools:
- To provide view of mutual fund performance and sector performance
- To search, filter, sort and compare research data
CRM – Powered by Microsoft Dynamics™ CRM
- Tight integration with Microsoft Office and Outlook makes it easy to pull
information from Microsoft CRM into Office applications
- Marketing Automation Module simplifies building client or lead lists and
helps to create, track and follow up on marketing campaigns
- Powerful Reporting and Analysis Tools enables users to generate various
reports from the database e.g. financial advisor performance, client buying patterns
and revenue forecasts
- Easy Customization and Workflow so that users can easily create new entities
or fields in the system and build business logic that automates repetitive tasks
and alerts users to important events
- Advanced Searching Tool which enables users to instantly access data from
large volumes of client or product data
Technology Highlights
AWB is powered by industry standards and advanced Microsoft Technologies:
- Service Oriented Architecture
- Standard XML Web Services
- Microsoft Dynamics CRM 3.0 Integrated
- Net 2.0 Framework
- SQL Server™ 2005
- SQL Server Reporting Service
- Windows Server® 2003