Digital AdvisoryImpel investment advisory opportunities
tetralog cockpit streamlines almost any financial services business model and has the power to turn opportunities into success.
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Convert the business potential in your customers‘ advisory needs and contact our specialists today!
Screenshot of tetralog cockpit’s investment advisory management dashboard
Experience the power of optimized customer management
tetralog cockpit, a part of the cleversoft service offering, is an interactive digital dashboard for managing portfolio quality, enhancing customer interactions, and facilitating needs-based product distribution at scale. This powerful tool is tailored to customer management regimes of financial advisory firms, wealth managers, brokers and distributors, aligning with their unique portfolio management strategies.
Our risk management platform continuously analyses and optimizes the risks and performance potentials of all advisory portfolios automatically on asset class and single instrument level. Advanced filters and algorithms translate the findings into personalized service offers and specific product recommendations improving the portfolio quality according to the customer’s needs and regulatory requirements. By providing value driven impetus and targeted conversation starters for contact management, you benefit from regulatory compliant portfolios, advisory efficiency, customer loyalty and new earnings potential.
Optimize portfolio quality, streamline product distribution and elevate customer engagement at scale
Financial institutions face the complex challenge of reconciling customer benefit, regulatory compliance and revenue potential. tetralog cockpit meets this challenge by providing comprehensive support for the professional management of large numbers of portfolios. Our solution identifies optimal customer approaches based on market dynamics, regulatory updates, customers’ individual financial advisory needs and your sales initiatives.
tetralog cockpit offers full portfolio transparency, giving all stakeholders a clear view of the most critical aspects of customer relationships. This insight allows users to prioritize customer meetings effectively, assess the urgency and potential of each interaction, and pinpoint which customers stand to benefit most from tailored advisory services and product distribution initiatives. The result is a sustainable increase in regulatory portfolio compliance, advisory efficiency, customer satisfaction and revenue in the financial advisory and wealth management business.
Key benefits
- Automatic monitoring of portfolio compliance, quality and market-related allocations
- Unique overview of the risk/return structure of all customer portfolios for maximum transparency and full control
- Effortless screening and segmentation of customer portfolios according to advisory needs and revenue potential
- Intelligent filters for current tasks, goals and potential
- Innovative best-fit algorithms provide critical impetus for customer management
- Optimized allocation of human advisory resources
- Reduced liability risks by revealing the business opportunities in regulatory advisory cases
- Value driven advisory processes make customer relationships sustainable throughout the lifecycle
- Maximum customer loyalty and satisfaction guaranteed through efficient structuring of customer portfolios
- On-demand identification of advice potential and business opportunities
Functionalities
- Continuous mass portfolio monitoring and evaluation of improvement potential
Evaluate risk and performance metrics of every instrument, asset class, and allocation and identify new advice and earnings potential on a daily basis.
- Interactive dashboards
Provide full portfolio transparency for management, advisors and compliance officers.
- Prioritized action plan
Provide value driven impetus to advisors and streamline customer outreach and meeting preparation, boosting activity, compliance, and sustainable value creation in the day-to-day business of advising.
- Advanced Portfolio filtering
Custom filter configurator for tasks, goals and potential allows for quick filtering and monitoring of portfolios according to your own business models and sales targets.
- Advisor alerts
Regulatory requirement checks and new business opportunities trigger automatic notifications.
- Automation of administrative tasks
Enable advisors to create customized alerts based on defined customer specific criteria and ensure timely response to customers need.
Digital Advisory Services