Personalised Investment Alerts

Cammillion

Avoid spamming with generalised alerts.

 

Personalised investment recommendations – your clients receive only alerts in their interested areas.

HOW IT WORKS

per1
client

Know Your Clients

Assess their goals, beliefs, preferences, investable amount and risk profiles

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result

Provide Backtested Performance And Risk Results

Give clarity to how the investment would have performed in the past

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strategy

Allow Them To Follow The Strategy

Ensure that the portfolio is what they like

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portfolio

Rebalance Portfolio And Alert Them

Suggest buy / sell trades based on their personalised profile

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approve

Seek Approval For Trades

Provide opportunity to crystallise the idea