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…)
    Copyright © 2007, Nubase Technologies Inc. All rights reserved.
    Use of this site signifies your agreement to the terms of use. Optimized for browser versions 5.0 and higher.

    Keywords: Financial Services

    Other products and services from Nubase

    09-12-2011

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

    Nubase provides a whole host of systems integration and networking services from consultation to design, implementation and support of your network environment. Application Server Installation and Administration (IBM WebSphere, BEA Web Logic, SUN iPlanet, etc.. Virtual Private Network Design & Implementation.


    09-12-2011

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

    Provides efficient and functionally rich interface for investment professionals including; Registered Representatives, Investment Advisors, and Financial Planners. Retail e-Brokerage Solution represents a customizable and client brand-able online brokerage platform that enables web, wireless and voice interface capabilities. Provides maximum power and security to clients trading stocks, options, mutual funds, and fixed income securities.


    09-12-2011

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

    The solution facilitates electronic connectivity from the buyer of the securities to the seller, and from the seller to the executor , and finally all of the players in the settlement and clearing process after the trade. It provides robust, high availability/load balancing financial protocol exchange solutions and messaging solutions with protocol support for FIX, FIXML, fpML, EMX, RITD, SWIFT, Omego and GSTP.


    09-12-2011

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

    It allows your customers to securely view their aggregated financial information from their bank, investment, credit card and loan accounts on one screen with a single logon. This is the functionality center where the advisor or advisor's clients access a wide variety of aggregated account views, reports and analysis. GoldCOIN - Account Aggregation Solution from Nubase, is one of the most advanced solutions available in the market place today.