Moneythor, which provides personalised solutions for banks and embedded financial services companies, has introduced an upgraded digital engagement tool for the wealth management industry.
The new solution is a wealth and portfolio management add-on module to the company’s data-based personalisation and digital engagement offering.
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It will offer improved investment-related solutions that meet the increasing requirements of the emerging and mass wealthy along with wealth management clients, the company said.
The tool features flexible integration choices.
It is also capable of incorporating data from multiple sources such as retail accounts, cards, lending solutions, client’s investment portfolios, holdings and net asset value (NAV) feeds, which cover data sourced through open banking rails.
The Moneythor platform and its application programming interface (API) use these sourced data to provide the clients with customised inputs and suggestions in real-time.
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By GlobalDataClients can use the inputs to manage and increase their wealth, noted the firm.
Furthermore, the configurable tool allows clients to update their risk profile as well as make comparison of their investments against a model portfolio, use interactive calculators, among others.
Moneythor CEO and co-founder Olivier Berthier said: “Adding the ability to deliver personalised experiences across investment journeys was a natural evolution of our solution aiming to address the needs of financial services customers across all segments including retail, SME and now wealth.
“We are excited by the interest we have seen from our clients and partners for these new features, and how important personalisation and digital engagement are now to their wealth management strategies.”
