PRIVATE BANKERS

Customize a portfolio strategy to fit your client’s needs, be it an investment based or goals based client. Combine, compare and look at multiple outcomes to decide from. Monitor your client’s preferred choice and keep in constant touch with him as markets move. ​ 

FEATURES

Financial Planning 

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  • Goals Based Planning 

  • Investment Based Planning

  • Portfolio Comparison

Portfolio Construction

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  • Strategic Asset Allocation 

  • Portfolio Optimization               Incorporate Views

  • Unique Proprietary Returns Engine

  • Model Portfolio Customization

Scenario Analysis

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  • Market Scenario Testing

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Risk Analysis

  • Returns / Risk Analysis 

  • Target Alignment Tracking

Product Selection 

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  • Product Information

  • Evaluation Metrics

  • Record Log Book

Business Monitoring

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  • Generate Client Reports

  • User Dashboard

Find out more about how LUMIQ will enhance your business by contacting us!