Advisor Workbench
Advisor Workbench (AWB), WealthCraft's flagship product, is designed to enhance the level of service excellence in financial institutions today. AWB is a completely customizable multi-language, multi-currency, client-focused platform that provides integrated market research, financial planning, portfolio management, portfolio analytics, product management, and customer relationship management (CRM) for front-line sales teams.
Comprehensive Features
Core Module
- Dashboard: User-defined dashboard enabling users to add and select information to be displayed according to their needs
- Audit Trial: Logs users'actions on system records
- Customer Management: Versatile CRM tools to manage prospect/ customer information to facilitate better servicing and product up-selling or cross-selling. Integration with other existing systems can be easily achieved according to the specific needs of each organization
- Portfolio Management: User-friendly design to present cash and investment holdings in a consolidated view. Powerful tools to enquire transaction history of each customer
- Product Management: Organizations can easily set up products they distribute and maintain detailed product information
- Settings: Set up organization, business units, users, roles and sharing permissions enabling secure and robust sales force management
- Multi-tenancy Design: Allow setup and maintenance of different business entities (e.g. in different countries) in separate databases to enable easy management and secure segregation among business entities.
- Tight integration with Microsoft® Office and Outlook®
Financial Planning Module
- Goal Planning: Provide robust planning tools including Education Planner, Retirement Planner, Insurance Planner, Savings Calculator, and Customer-Defined Goal Planner.
- Fact Finding & Risk Profiling: Enable collection of key information from prospect/ customer and analyze their risk profile based on questionnaire
Asset Allocation
- Asset Allocation
- Product Selection
- Hypothetical Analysis
- Portfolio Balancing
- Proposal Generation
Portfolio Optimization Module
Advanced portfolio optimization tool for financial advisors to construct efficient portfolios for customers
Portfolio Analytics Module
- In-Depth Asset Classification: in terms of Asset, Currency, Geography and Industry
- Portfolio Monitoring: Enable holding valuation for multi product types and multi dimension asset allocation analysis
- Consolidated Statement: Provide truly comprehensive consolidated statements to customers
- Portfolio Performance Against Benchmark
- Risk Analytics on Portfolios
Alerting Module
User-defined alert rules allow financial advisors to better monitor customer investments with the following features:
- Product Alert: Enable alerting based on a desired price level or percentage price change on a product
- Portfolio Alert: Enable alerting based on change in investment holdings value and level of cash holdings value, etc
- Key Date Alert: Enable alerting based on birthday, maturity of deposit, interest/ dividend payment dates, etc
Market Research Module
Flexibly designed to be powered by data from any data provider according to the organization's preference:
- Research Summary: Provide summary view of product performance and sector performance
- Advanced Search: Enable product selection for research by multiple searching criteria
- Product Comparison: Enable graphical comparison on performance and risk across selected products
- Product Sheet: Provide detailed product information including operational information, historical performance, benchmark comparison, price and dividend history, etc
- Offering Documents: Allow quick access to offering documents and fact sheets sourced from product providers
CRM – Powered by Microsoft Dynamics™ CRM
- Tight integration with Microsoft Office and Outlook makes it easy to pull
information from Microsoft CRM into Office applicationsor or import information into AWB
- Marketing Automation Module simplifies building customer 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, user summary and sales pipeline forecast
- 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 guides users to handle follow-up actions
- Advanced Searching Tool Advanced Searching Tool enables users to instantly access/ analyze 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 4.0 Integrated
- Net 2.0 Framework
- SQL Server™ 2005
- SQL Server Reporting Services 2005
- SQL Server Integration Services 2005
- Windows Server® 2003