The IDD directive regulates the distribution of both life and damage insurance products, for which the regulation indicates a set of ad hoc rules, in line with MiFID II. We are glad to say that we made an effort to get our relevant products, for instance Sure and Advice, to be fully IDD compliant. Continue reading “IDD Compliant: To Protect and Serve”
The indications and regulatory provisions in the financial field are constantly evolving, for instance as further specifications within the path traced by the MIFID II, now under consolidation. Continue reading “Let’s Have a Look at Your Portfolio Costs and Benefits”
Fintech still resonates with disruption in the Wealth Management sector today. One of the most troubling tasks for the CIO of a traditional company is to find the right Fintech company (or companies) to integrate with, to become competitive again in a market that is moving too fast.
After talking about the views feature in Optimo, it’s time to focus on another aspect of it: the what-if analysis features. Continue reading “What-If Optimo Could Look Into the Future of Portfolios. And the Past, too”
The goal-based investment process delivers a coherent transparent, goal-driven and client centric advisory process that enables to digitally define goals, simulate investment scenarios, invest and periodically review investment strategy aligning goals with customer wealth.
Continue reading “Goal-Based Investments In The Digital Era”
ILLUMAS 1.1 is the best in class solution designed to answer to the new challenges and increasing complexity currently facing the Private Wealth Management Industry. With the new version of Illumas we allow our customers to make substantial improvements in operation processes and efficiencies, while providing a certified and fast information flow throughout the key front, middle and back office functions enabling their Digital Transformation.
Could your stand up to MiFID II requirements?
“When providing investment advice, the investment firm shall, before the transaction is made, provide the client with a statement on suitability in a durable medium specifying the advice given and how that advice meets the preferences, objectives and other characteristics of the retail client” MiFID-II – Article 25