The contract with Norway-based Skagen Funds will cover the implementation of Comarch Investment Advisor, a product supporting the advisory process for investment products offered to private and intititutional clients.
Further, the system dedicated to client’s advisors will enable complex analysis of the client’s investment profile, defining investment goals, financial and retirement plans.
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Additionally, it may help in choosing appropriate investment strategies and in preparing documents associated with the advisory process.
Tools like questionnaires and financial calculators will also be provided, intended to educate clients and to provide background for their contacts with the advisors.
Comarch Investment Advisor will be integrated with Skagen’s reporting and communication portal that was implemented by Comarch in 2011.
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