Define Client Goals
Gather client-defined objectives, income, and expense parameters.
Pivolt - AI-Powered Investment Solutions
Wealth Planning
Why it Matters
Designing personalized financial and portfolio strategies to meet unique client goals is complex and time-intensive. Without robust tools for scenario planning, wealth managers struggle to simulate outcomes and adapt strategies swiftly. Fragmented workflows further delay decision-making, making it challenging to execute portfolio adjustments effectively while adhering to compliance standards.
Manual or disjointed proposal creation processes hinder timely engagement with clients, and limited real-time insights into portfolio performance reduce responsiveness. The gap between planning and execution creates delays in turning strategies into actionable outcomes, emphasizing the need for a unified and efficient approach to wealth planning.
What we Offer (Benefits)
Personalized Financial Plans: Automation in data collection and document verification reduces errors and speeds up onboarding processes.
Efficient Scenario Simulation: Advanced modeling to assess potential outcomes and adjust strategies proactively.
Enhanced Client Interaction: Interactive dashboards allow transparent communication and foster trust.
End-to-End Workflow Integration: Seamless integration across planning, modeling, and execution processes, driving enhanced operational efficiency.
Proactive Compliance Management: Built-in compliance checks ensure alignment with regulatory standards.
Dynamic Reporting Capabilities: Tailored reports provide insights into portfolio performance and planning progress.
Streamlined Portfolio Alignment: Automated trade generation aligns portfolios with approved strategies swiftly.
How it works
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Simulate Scenarios
Utilize AI-driven models to project outcomes and align strategies.
3
Engage Clients
Discuss suitability and review models using interactive dashboards.
4
Compliance Validation
Monitor regulatory adherence during modeling and adjustments.
5
Simulate Results
Analyze risk and performance metrics through real-time tools.
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Approval Process
Gain client approval and deliver proposals via automated email.
7
Automate Adjustments
Generate trade orders to align portfolios with approved models.
