Figaro for Wealth Managers
Wealth Management Software Solutions
Within Wealth Management firms, Figaro provides Portfolio Managers and Client Advisors with an intuitive, user-friendly interface that gives them information at their fingertips, providing a powerful basis for structured investment decision making and client relationship management.
This single platform solution offers the following benefits:
- Real-time positions
- No system-to-system reconciliation
- Lower licence costs
- Reduce number of suppliers
Figaro is a highly scalable and flexible system, allowing our discretionary wealth management clients to provide a competitive, market-leading service offering to their own high value ‘retail’ clients. This scalability and flexibility enables users to enhance their service capabilities and deliver new product offerings, generating additional revenues and reducing operating costs.
Figaro provides a cost-effective, flexible and fully integrated Front Office solution for Discretionary Wealth Managers eliminating the need for costly interfaces
The system has been designed to support Portfolio Managers and Client Advisors with the key functionality they require, including; maintenance and interrogation of ‘Know Your Client’ information; real-time access to client standing data and asset positions, together with a fully integrated capability to enter their own orders across a comprehensive range of financial instruments.
A full complement of decision support functionality is also available, including:
- The ability to rebalance one or a group of portfolios against a model.
- Single and bulk order generation.
- Pre-trade, real-time compliance guideline checking.
- Asset allocation valuations.
- Performance attribution against multiple benchmarks.
- ‘What-if’ CGT analysis.
- Portfolio risk optimisation.
- The ability to monitor the status of all trades.
Please get in touch with JHC today to find out how we can help your organisation through our market-leading, fully integrated asset and wealth management solutions.
