Wealth Management

A visual editor allows you to design capital management strategies:

Client Assessment → Investment Profile Creation → Strategy Selection → Portfolio Monitoring → Reporting and Rebalancing.

Each process can be modified without rewriting the entire system, and business analysts and developers work in a single workspace.

• Online questionnaires to define objectives and risk tolerance
• Automatic KYC/AML checks
• Creating a client profile in a unified system

The system immediately forms a client dossier and prepares recommendations.

• Determining the client's risk appetite
• Selecting an investment strategy (conservative, balanced, aggressive)
• Ability to incorporate ESG factors

This allows offers to be tailored to individual goals.

• Integration with brokerage and banking systems via API
• Automatic asset allocation according to the selected strategy
• Real-time performance monitoring

The platform supports a hybrid approach: automated management + advisor manual adjustments.

• Built-in tools for advisors: reports, reminders, meeting playbooks
• Support for hybrid models: robo-advisory + personal consultations
• Chatbots and mobile apps for clients

This increases engagement and the quality of client service.

• Generation of investment reports
• Control of compliance with regulatory standards (MiFID II, Basel III, etc.)
• Full audit trail of user actions

Clients and regulators get transparency and reliability.

BI dashboards display:

• Asset allocation by clients and strategies
• Portfolio performance over time
• Risks and deviations from target parameters
• Advisor effectiveness

This helps a bank or investment company make strategic decisions.

Companies that implement Wealth Management based on low-code achieve: