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Jatis' flagship product, the Avantrade Wealth Management Suite, is one of the leading wealth management platforms avaliable in the industry. The product effectively helps financial institutions to serve the weath management needs of their retail, mass affluent and high networth customers.

Designed specifically to meet the industry standards, Avantrade is an intergrated system that enables financial institution to:

  • Have a single view of the customer's relationship with the financial institution.
  • Perform wealth management advisory using financial planning and portfolio management tools.
  • Manage transactions of multiple wealth products in a single console.
  • Streamline back office operations such as payment and settlement processing as well as corporate actions.
  • Monitor sales and advisory performance and calculate sales incentives.
  • Empower mobile sales force to sell and service customer's at anytime and anywhere.
  • Meet regulatory and compliance requirements.
 
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