Comarch Wealth Manager addresses the needs of private banking and family office customers. The application is designed to easily and transparently aggregate key information about customer assets available both online and offline. It allows to gather information on physical assets such as property, valuables, securities as well as investments and insurance policies. The user can define individual asset attributes, adding descriptions, photos, documents and contacts associated with them. There is also a possibility to analyze cash flows including incomes and related costs by each asset category.
To learn more about this solution visit wealthmanagement.comarch.com and contact us via emal, phone or contact box there.