As millennials continue to inherit the assets held by the generations before them, wealth managers have noted an increasing demand for automated management advice. Given the fact that by 2020, the “technology-savvy” generation will control more than half of all investable assets, private banks and wealth management firms must undergo a fast transition from traditional wealth management to a new “digital wealth” model.
To reach the new generation of high net worth individuals and provide them with an easy-to-use, comprehensive wealth management online solution, try InvestmentRight! By choosing InvestmentRight, you receive a solution that is based on the industry-leading best practices of the robo-advice and wealth management sectors and delivers you with user-friendly and easy to execute functionality, both on the web and via mobile apps.
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Investing is no longer a "hobby" of the rich and older generation. In recent years, young people who have inherited or earned a lot of wealth have also become active players in this field. Over the past couple of years, the growth of wealth around the world has accelerated and is expected to continue at an average rate of 7.7% through 2017. As a result, new business models are emerging as a younger generation of high net worth individuals becomes more technology-driven and prefers automated advisor and asset management functionality.
With InvestmentRight, you can provide personal, relevant, and differentiated services for your clients and enhance the customer experience through a richer next generation digital advice offering. InvestmentRight empowers your business and drives differentiation within the investment market through digital client engagement, on-boarding processes with integrated "know your customer" (KYC) and 24/7 investment advice.
Higher customer satisfaction and better engagement
InvestmentRight delivers your end-user a superior client experience based on systematic and scalable processes and investment tools. In addition, its 24/7 investment advice and monitoring services, financial planning, and risk overviews make it easier and more comfortable for your customers to manage assets on any device and in any location.
Responsive web and native mobile app technology
InvestmentRight provides you with an opportunity to deliver your wealth-related services via responsive web and native mobile app technology. This enables users to access their investment data anywhere, on any device, and at any time and allows you to be closer and more relevant to them.
Future-proof, secure and easy to integrate
A completely new, fully digital (Robo) advice and wealth management solution can be up and running within 4-6 months. Not only is it customer-proven and user tested, it frees your hands by automating processes and provides you with a distinct competitive advantage - being a trusted, always ready to serve partner to your clients.
With the robo-advice concept democratising the market and technology simplifying the process of making and managing assets, anyone can be an investor. The next-generation solution InvestmentRight delivers robo and online wealth management advice to your customers in the most personal and un-robotic way possible.
Whilst private banks and investment brokers want to know their customers better, the same goes for investors. InvestmentRight’s mandate services were designed as a confirmation of trust and made to garner investor confidence in your financial expertise.
Whether it’s about asset allocation, regional return or overall performance, InvestmentRight makes it easy to track and manage results. Its automatic capabilities and intelligent design make financial decision-making an exciting experience.
Execution OnlyFor your customers who love a challenge and don’t need the benefit of advice, we offer an Execution Only version. This is an advanced offering for making financial decisions for investors with strong investment and market knowledge, profound experience in the field and tolerance for higher risks. This version is perfect for those who love risk and have the skills to make financial decisions themselves.
Onboarding and Know Your Customer (KYC)
An investor’s experience can be a strong competitive differentiator. With InvestmentRight, it’s now easier to engage and retain investors and provide the right type of service to both newcomers and “investment sharks”. Whilst building our solution, we also kept in mind the question of compliance with KYC regulations. This, together with high customer satisfaction, became the driving force behind a customer on-boarding process that is intuitive and easy and simply put, works.
InvestmentRight makes your administrative tasks less time consuming. Being well-structured and automated, InvestmentRight will save you minutes, if not hours, so you can spend that time supporting your clients. After all, time is money – we always keep that in mind. We designed an advisor dashboard based on an advisor’s journey in order to simplify daily tasks and support him or her in becoming more proactive.
Virtual Affairs is an international software and services company that specialises in transforming digital channels for banks and insurance providers. Our flagship products are InsuranceRight, BankingRight, and InvestmentRight. With over 19 years of experience in the world of digital transformation, we have been supporting our clients to better understand online behavioural patterns and create an engaging customer journey. When clients work with us, they benefit from a personalised customer experience, increased loyalty, higher conversion rates, and shortened time to market.
Headquartered in the Netherlands, we serve our clients internationally. Clients such as Knab, Nationale-Nederlanden, Achmea International, Rabobank, ABN Amro, ING, Onlia, Unirobe Meeùs Groep and many others have already benefited from our technology and digital expertise in the financial market. Virtual Affairs is a certified Sitecore Platinum Implementation and Global Silver Technology Partner as well as a certified Microsoft Gold partner.
Virtual Affairs. Moving finance forward.