Jatis is the leading provider of Wealth Management application for the financial industry. Jatis’ flagship product, the AvantradeTM Wealth Management suite is recognized as one of the best wealth management platforms available in the industry. Currently, Avantrade has been used in 8,000+ bank branches in Indonesia.

AVANTRADE^TM WEALTH MANAGEMENT SUITE

Jatis’ flagship product, the Avantrade^TM Wealth Management Suite, is one of the leading wealth management platforms available in the industry. Designed to support financial institutions’ wealth management needs, Avantrade enables financial institutions to offer a wide spectrum of wealth products and services, from a product-focused branch sales platform for retail customers to a client-centered wealth management center and mobile based sales platform for the mass affluent and high net-worth individuals.

Avantrade offers a rich range of industry standard functionalities that enables financial institutions to:

• Have a single view of the customer’s relationship with the firm.
• Offer wealth management advisory services through Avantrade’s 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 meet, sell and serve the customers, anytime and anywhere.
• Meet regulatory and compliance requirements.

Avantrade Integrated Product Suite:

• Financial Planning
• Private Banking
• Insurance Point of Sales
• Portfolio Management
• Order Management System
• Unit Trust System
• Trustee System
• Bancassurance
• Retail Bonds
• Online Trading.