Algorithmics Investment Design for Wealth Managers

Help achieve regulatory compliance and enhance client portfolio management

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Algorithmics Investment Design for Wealth Managers enhances client confidence by enabling managers to construct, monitor and allocate portfolios to meet their clients’ personal financial goals. This helps strengthen investor relationships while supporting performance monitoring of portfolios for regulatory compliance purposes.

IBM offers three editions of the Algorithmics Investment Design for Wealth Managers solution. The Standard and Enterprise Editions of the solution are complemented by the following optional advisory services:

Asset Allocation Advisory Services, underpinned by advanced risk/return consulting tools, can advise you in constructing optimal strategic portfolios and in how each investor’s portfolio can be rebalanced to optimize the probabilities for achieving their personal financial goals. These services can help you enhance your relationships with investors while, at the same time, optimizing those clients’ portfolio returns.

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