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| Automation and Optimization of the Investment Consulting Process | |||
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To increase the quality of the investment consulting process a software system was developed to automate and optimize the investment process. The complex knowledge of the investment process of a financial institution is brought to the client advisor and their clients in a user-friendly way. The system has three main levels of functionality: - Definition of an investment policy on a corporate and/or individual level - Client portfolios creation and rebalancing - Client portfolio monitoring | |||
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