Wealth Management System

Avantrade

Avantrade is one of the leading wealth management platforms available in the industry. Designed to support financial institutions’ wealth management needs.

Avantrade offers a rich range of industry-standard functionalities that enables financial institutions to:

Have a single view of the customer’s relationship with the firm.

Offer wealth management advisory services.

Manage multiple transactions in a single console.

Streamline back-office operations such as payment and settlement processing as well as corporate actions.

Monitor sales performance and calculate sales incentives.

Empower mobile sales force to meet, sell and serve the customers, anytime and anywhere.

Meet regulatory and compliance requirements.

Elevate the Wealth Management Experience

At Jatis, we redefine the wealth management experience, making it accessible and intelligent. It’s not just about managing wealth, it’s about creating legacies.

Avantrade Wealth Management Platform

AVANTRADE Wealth Management System is an integrated, multi-module platform that allows you to give the finest investment advice to all your clients, no matter who they are, and how they change.

INVESTMENT PORTAL

Avantrade Investment Portal will provide you a 360 degrees view of your customer’s portfolio.

Customers can make new investments and redeem funds by using either smartphones or laptops.

Avantrade Investment Portal module is embedded with excellent capabilities that could enable your customer to manage their portfolio and investment plans simultaneously.

UNIT TRUST

Supports Various Type of Mutual Funds
Supports Open End and Close End funds
Supports Regular Subscription
Easily Configured Product Parameter
Supports Corporate Action (Dividend, Disbursement, Mass Switching, Product Closure)
Multi Fee Tier and Structure, Special Fee
Sales Commission Tracking
Regulatory Report

FIXED INCOME

Support Primary Market and Secondary Market
Support Various Type of Bonds (Government Bonds, Corporate Bonds)
Easily Configured Product Parameter
Support Dealership and Non-Dealership (inventory) Form of Distribution
Coupon and Maturity Report
Transaction, Fee and Sales Commission Tracking
Regulatory Process for Government Bond Allotment

BANCASSURANCE

Support Various Types of Insurance Products
Easily Configurable Product Parameter
Mirroring Data from Insurance Partner
Policy, Transaction Fee and sales Commission Tracking
Built In Template File from Top Five Insurance Partner Company
Outsource Sales Agent Partner
Regulatory Report

RM ASSIST

This will enable your sales to interact with your customers and provide them with the most reasonable advice and improved customer engagement during their investment period.

Added features include portfolio rebalancing capabilities and entity concepts where you can create multiple plans either jointly or individually.

RM Assist is a mobile application that aims to provide assisted selling and self-service through an interactive dashboard.

Why Avantrade?

Avantrade delivers cutting-edge functionality designed to provide full support for seamless virtual or mobile use experience with modern architecture flexibility.