Wealth Management
Figaro Wealth Management capabilities
The Figaro Wealth Management system provides discretionary and advisory managers with a flexible and comprehensive set of tools to manage their clients’ assets. As well as CRM, integrated letter writing and email support and risk analysis, Figaro provides:
Performance Analysis
- To enable accurate tracking there are a number of tools for both client and model portfolios. Performance can be analysed within user-specified dates.
- Analysis can be performed within an Asset Hierarchy for Capital Appreciation, Income and Total Return measures.
- Portfolio performance is benchmarked against standard or user-designed indices and the appropriate model.
- Portfolio valuations are instantly available on-screen
Pre-Trade Support
- Illustrative return tools are available for a wide range of investments. In addition to the usual 3rd Party plan or fund illustrations Figaro provides for advanced asset analysis and risk management tools.
Modelling, Rebalancing and Switching
Using the Figaro Dealercise application. Figaro allows Fund Managers to create and manipulate large orders for multiple clients. Dealercise is a set of tools designed to help Fund Managers in the following areas:
- Inception of bulk investment orders by each fund manager over a list of clients
- Calculation of value to invest as a percentage of either the available cash or the available cash plus stock
- Ready manipulation of constituent parts of bulk using GUI
- Calculations to be performed at Person (or group) level
- Automatic allocation of investment to underlying products according to where cash is available and in preference order SIPP, ISA, Trading
- Aggregation of all Business Getter bulk orders into a large bulk market order
- Reporting prior to dealing of number of shares in bulk by SIPP, ISA, Trading and Charity
- Manipulation of order after dealing where number of shares purchased is different from number originally required
Please get in touch with JHC today to find out how we can help your organisation through our market-leading software solutions for stockbrokers.
