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 service:

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