The Investment Matcher platform plays a central role in the delivery of personalized investment solutions
It systematically searches a range of asset classes – from equities and fixed income to funds and structured products – and retrieves the products most closely aligned with the investor’s profile and needs, all with the support of powerful filtering and analytics tools.
Investment Matcher allows for the consistent combination of reference criteria (e.g. sector or geography), fundamental criteria (e.g. income statement or valuations), service provider criteria (e.g. ESG or rating) and, importantly, wealth manager CIO criteria (e.g. master lists or regional focus lists).
Investment Matcher incorporates a full applicability and suitability value chain with rules authoring, deployment, repository and the execution value chain.
Designed to ensure an enhanced user experience, Investment Manager offers easy navigation across asset classes. And its link to Wealth Pitch allows users to integrate matched investment solutions with CIO wealth intelligence for optimal client outcomes.
Investment Matcher can be integrated as a service to existing core banking and CRM platforms via a rich set of APIs.