The Investment Navigator offers you every investment product with all the key master data. Securities and other assets that are not included in any price feed can be incorporated in the system manually. As well as shares and fixed-income bonds, this can be used to show deposit products including interest tables, certificates, trade investments, insurance products, tangible assets and new issues one to one in the Investment Navigator.
This function, in combination with the model portfolios, offers the right steering option for every consultation concept. You can tailor the recommendation lists to suit every consultation process and every target group – whether by asset class, rating, sector or risk class.
You can create separate model portfolios to suit any risk preference and investment horizon in the Investment Navigator. It is up to you to decide how much individual advisers are permitted to deviate from the model. This protects advisers in retail banking from excessive complexity and gives private bankers the necessary room for manoeuvre.
In the Investment Navigator you can create individual portfolios for private banking clients or portfolios optimised according to strategy classes using the method adopted by Nobel prizewinner Harry Markowitz. As in the case of (standard) model portfolios, portfolio optimisation can also be carried out according to asset class or individual securities, depending on your advisory strategy. All the usual key metrics (e.g. volatility, maximum drawdown, Sharpe ratio) are available for calculation and performance measurement.
Our latest interactive chart software and graphics technologies provide visual highlights in your consultation meeting and in the offer and report documentation. Mouseover displays and dragging (e.g. adjusting the period by marking in the graphics) make for intuitive operation. The interactivity of the charts and graphics enables you to show your clients different scenarios and performance review periods in almost a playful fashion.
Your organisational structure can be precisely reproduced in the Investment Navigator thanks to the granular roles and rights system. This ensures that all competences and tasks are clearly allocated.