Comarch Wealth Management

Comarch Wealth Management is a platform for banks and wealth managers. It combines the personal relationship between adviser and client with digital tools. It is offered in a modular, cloud-enabled form.

What Comarch Wealth Management offers

• Personal advisory — supports relationship managers working face to face.
• Hybrid advisory — mixes remote contact with human advice.
• Robo-advisory — automated advice, using artificial intelligence engines.
• Digital trading — a self-investing option for do-it-yourself investors.
• Sustainability — investment offerings that take sustainability into account.

The platform is meant to keep the traditional, personal bank-client relationship while adding a digital approach to wealth services, and it lets an adviser switch between these modes as needed.

Who it works with

Universal banks, private banks and wealth managers serving retail, affluent and high-net-worth clients.

Key facts

• Vendor: Comarch
• Deployment: cloud-enabled, multi-module