Nubase Technologies Inc. — Welcome to our Web site - wealth

By: Nubase  09-12-2011
Keywords: Financial Services

  •    Increase Revenue per customer and drive down cost.
  •    Increase the value of broker intermediation
  •    Use new technology as a competitive advantage
    GoldCOIN™ Wealth Management Solution
    GoldCOIN™ Wealth Management Solution provides the technological means necessary for the financial services firms to swiftly move to capitalize on this fast evolving but contested segment of the marketplace. It allows firms to migrate from a transactional relationship to a life cycle event relationship for a customer by facilitating a detailed planning, reporting and measurement processes as the individual goes through new stages of their life cycle. Using GoldCOIN™ Wealth Management Solution, firms can;
  •    Attract and acquire new customers
  • The solution consists of number of modules that can operate on their own and augment existing systems or as part of the entire GoldCOIN™ solution platform. Major modules include:
    Planning Center
    Planning Center equips Financial Planners and Investment Advisors for empoweredIntermediation.
    Investment Advisor (IA) View
      Defining Model Investor Profiles based on age group, income level, net worth growth prospects
    Associate Asset Allocation Models for each Model Investor Profiles
    Associate investment objectives (Safety, Income, Growth), industry sector allocation, geographic allocation for each Asset Allocation
    Define model portfolio of securities based on asset allocation models and investor profiles
    Associate a client with a Model Investor Profile and create a portfolio of securities
    Client View     Facilitates virtual interaction with Advisor   Provides graphic views of asset allocation
    Portfolio Center
    Portfolio Center brings portfolio manager capabilities to self-service and fully serviced clients.
    Portfolio Analysis
      Compares current holdings with target asset allocation defined in the Planning Center
    Compares performance of portfolio with benchmark indices
    Provides functionality to conduct what-if scenario testing
    Portfolio Execution   Facilitates submission of multiple orders based on rebalancing strategy generated by the Planning Center Account aggregation of holdings in other institutions Tax Assistant (Optional Add-on)   Tracks capital gains, losses, investment income and carrying charges Provides data downloads of trading activity histories to personal finance software
    CRM Center
    CRM Center provides need analysis and financial planning capabilities for the clients.
    CRM-K extracts knowledge from:
      Client Investor Profile (income group, age group, investment objectives, net worth growth prospects)
    Client balances and positions
    Client trading activity
    Client web session activities
    Client account aggregation data CRM-I facilitates virtual interaction between Wealth Management Professionals and Clients   Collaboratively plan and monitor execution of portfolio of assets, remotely Integration of different wealth management services (cash and debt management, insurance, estate planning, short-term and retirement investments, etc…)
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    Keywords: Financial Services

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