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The advisor model includes built-in reporting from either a current transaction journal or from a historical transaction journal. Reports can be previewed online or printed.

All data is stored in a database that is compatible with a wide variety of industry standard report writing tools and query tools, accommodating additional user defined or ad-hoc reports.

This powerful tool allows advisors to run and maintain an efficient and productive operation.

Branch Automation : Branch Advisor Features

  • Maintain assets, asset classes, and asset allocation models
  • Carry out questionnaires to assess the client's investment goals and needs
  • Maintain client's investment portfolios and set their preferences.
  • Maintain details of assets in each portfolio including total units, available units, current price, market value, etc.
  • Ability to use the Asset Placement tool as a guide to place different securities in a client's portfolio based on his preferred model and mandates.
  • Ability to support rebalancing of client's portfolios.
  • Generate investment recommendations based on client's mandates.
  • Reporting on client's portfolio performance.
  • Performing financial health checks and generating planning advice

    VeriTouch Customers

    • Ahli United Bank
    • Allianz Yaşam ve Emeklilik
    • Dubai Islamic Bank
    • FinansBank
    • Garanti Emeklilik
    • GIB
    • Ing Bank
    • Ithmaar Bank
    • Jordan İslamic Bank
    • Kuveyt Türk
    • Masraf Al Rayan
    • Meem
    • NBAD
    • NCB Capital
    • VakıfBank

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