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:
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.
Fuel your business growth through digitization
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