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.

Features

• 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.

Clients

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

Key facts

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