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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Comarch Wealth Management is a multi-module platform that allows you to give the best investment advice to your clients no matter who they may be or how they change. In minutes, you can make next steps. Keep in touch. Establish lasting relationships. Our system is designed to help clients and advisors make the right investment decisions step by step. No matter how many clients or which segment they are from, your service will remain at the highest level, no matter how experienced your advisors. It will take you less time than it takes. It takes only a glance to see the entire client's investment picture. This allows you to make accurate recommendations in one meeting. It will be easier to reach you. Think client app, online meetings and shared investment ideas. It's important to remember that it will be easier for you to keep your finger on what's happening.

Description

Transforming and optimizing your operational workflows can lead to enhanced efficiency that is responsive to your clients' evolving demands. By automating and refining these processes, financial advisors and wealth managers gain the agility to customize their offerings according to client preferences. In a rapidly changing investment landscape, presenting a variety of alternative investment options—such as REITs, socially responsible investments (SRIs), ESG-focused strategies, private equity, philanthropy, and cryptocurrencies—plays a vital role in both attracting new clients and retaining existing ones. The dynamic between clients and wealth managers has shifted significantly, with personal interactions becoming less favored. Nonetheless, tailored investment guidance that considers individual risk profiles, life aspirations, and personal preferences continues to be an essential service. In this context, delivering advanced and personalized omnichannel digital solutions throughout the entire client journey is increasingly important to fulfill their demands for convenience and efficiency. As the industry continues to evolve, staying ahead of client expectations will be critical for success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Airstack Yes 
ArcGIS Yes 
Check Point Cloud Firewall Yes 
Dell EMC NetWorker Yes 
EGrAMS Yes 
Fortinet SD-WAN Yes 
HPE Consumption Analytics Yes 
Huawei FusionStorage Yes 
IBM Cloud Yes 
Microsoft 365 Yes 
Palo Alto Networks Next-Generation Firewalls Yes 
Symantec Advanced Authentication Yes 
Trend Micro Endpoint Encryption Yes 
VMware Cloud Yes 
Veritas NetBackup Yes 

Integrations

Airstack No 
ArcGIS No 
Check Point Cloud Firewall No 
Dell EMC NetWorker No 
EGrAMS No 
Fortinet SD-WAN No 
HPE Consumption Analytics No 
Huawei FusionStorage No 
IBM Cloud No 
Microsoft 365 No 
Palo Alto Networks Next-Generation Firewalls No 
Symantec Advanced Authentication No 
Trend Micro Endpoint Encryption No 
VMware Cloud No 
Veritas NetBackup No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Comarch

Founded

1993

Country

Poland

Website

www.comarch.com/finance/banking/comarch-wealth-management/

Vendor Details

Company Name

ERI

Founded

1989

Country

Switzerland

Website

www.olympicbankingsystem.com

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management Yes 
Data Warehousing Yes 
For Investment Advisors Yes 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Product Features

Banking

ATM Management Yes 
Compliance Tracking Yes 
Corporate Banking Yes 
Credit Card Management Yes 
Credit Union No 
Investment Banking Yes 
Multi-Branch Yes 
Online Banking Yes 
Private Banking Yes 
Retail Banking Yes 
Risk Management Yes 
Securities Management Yes 
Transaction Monitoring Yes 

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