| Investment Management |
There is clearly greater demand for a more objective, holistic relationship from a trusted advisor. As a result, banks, brokerage firms, investment firms, and insurance companies are converging across their traditional disciplines to pursue the coveted role of primary advisor. Already, many firms have responded to these market drivers, beginning the transition from a product, commission or transaction-based model to a more diversified, consultative and fee-based revenue model, in an effort to attract the Investments. Such a transition requires sophisticated portfolio management, investment modeling & analytics, compliance, reporting, and a holistic view of the client-all of which is facilitated by new applications and technologies.
By creating a holistic view of the client and seeking the development of innovative financial products that appeal to client needs, firms can support the growth and management of assets and ultimately gain a competitive advantage. Furthermore, it is imperative to improve the efficiency and speed of processes, reduce servicing costs and ensure regulatory compliance. Differentiation and success can be achieved by leveraging the most suitable practice models, pricing models, investment models & strategies and distribution channels to name a few. Additionally, investing in an effective IT and operational infrastructure are critical to enabling the appropriate service models. Saven web based solutions that provide a modular, flexible platform. Whether deployed to support one function or process or as a complete, end-to-end solution, Saven can help Investment Managers enhance performance and provide superior client service.
We help clients to accelerate their strategies for growth in the investment management market by optimizing technology systems and solutions for customer/market-facing initiatives, Investment Manager facing initiatives, Risk & Compliance initiatives and advisor/distribution channel-facing initiatives. There is no doubt that technology is a key enabler of wealth management initiatives. Automation allows services that firms once only offered to the extremely rich to be offered to the mass affluent segment of the market. Saven offers a comprehensive suite of Investment management technology solutions for Brokerages, Investment advisors and Investment Managers.
Our IT service areas within the Investment Management services include the following key areas:
- Client acquisition & Advisory Systems
- Investment allocation, Modeling, Analytics & Management Systems
- Trading Technology systems
- Risk management & Compliance Systems
- Client Management & Services Systems
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