Rocaton Advisor Intelligence would now be embedded into Informa Investment Solutions wealth management software.
According to Informa Investment Solutions, the clients of WealthIQ+ will be able to access Rocaton’s services across the areas of asset allocation, risk management, and manager selection, whereas until now they were made available primarily only to their institutionally oriented clients.
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Commenting on the launch of the new platform, Lac Vuong, managing director of Informa Investment Solutions, remarked, "WealthIQ+ delivers capital market assumptions and portfolios built on Rocaton’s highly regarded institutional research inside of Informa’s web based client review and proposal generation software."
WealthIQ+ aggregates portfolio data, related market intelligence and client information into an intuitive system driving performance analytics, monitoring capabilities and a customized client communication generator.
The newly launched technology platform can result in the elimination of labor intensive administrative tasks at the advisory platform and practice level, and automation of advisory processes, claims Informa Investment Solutions.
Embedded in the solutions suite are capital market assumptions, model portfolios, and investment manager research from Rocaton which will help wealth managers better evaluate and develop strong investment proposals for their clients.
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By GlobalDataRobin Pellish, CEO of Rocaton Investment Advisors, remarked, "In response to the increasingly complex financial advisory industry and the volatile investment markets, Rocaton is pleased to leverage our core strength delivering capital markets intelligence, investment product research and asset allocation models into Informa Investment Solutions’ robust business process management technology."
