Avoid spamming with generalised alerts.
Personalised investment recommendations – your clients receive only alerts in their interested areas.
HOW IT WORKS
Know Your Clients
Assess their goals, beliefs, preferences, investable amount and risk profiles
Provide Backtested Performance And Risk Results
Give clarity to how the investment would have performed in the past
Allow Them To Follow The Strategy
Ensure that the portfolio is what they like
Rebalance Portfolio And Alert Them
Suggest buy / sell trades based on their personalised profile
Seek Approval For Trades
Provide opportunity to crystallise the idea