Avantrade

Avantrade

Avantrade is one of the leading wealth management platforms available in the industry. Designed to support financial institutions’ wealth management needs.

Avantrade Wealth Management System is an integrated, multi-module platform that allows you to give the finest investment advice to all your clients, no matter who they are, and how they change. Recommend next steps in minutes. Stay reachable. Build relationships that last.

Request Demo
Digital laptop device

Objective

Jatis-Solution_Business-Consulting_2

Expand wealth business to cover full product suite and services. By having various products and services, Bank's will have extensive range of services to serve it's customers.

Key Features

Relationship Initiation

  • Customer Acquisition
  • Prospect Handling

Needs Analysis

  • Income & Expenditure
  • Financial Objective
  • Risk Profling

Recommendation

  • Portfolio / Asset Allocation
  • Investment Quantum
  • Regular Saving Plan
  • Fund Recommendation

Execution

  • Order Placement
  • Account Opening/Debiting Account

Servicing

  • Monthly Statement
  • Funds Performance and Outlook
  • Investment Opportunities

Monitoring

  • Periodic Analysis
  • Investment Rebalancing

Key Value

Trusted

About 70% of Transfer Agent (Banking) in Indonesia backed by AvantradeTM since 2003.

Proven

Embrace innovation with Avantrade open to Service Oriented Architecture (SOA) capabilities.

Simple

Unified experience across modules and fast adoption.

Open

Open to extend Service Oriented Architecture (SOA) capability.

Key Impact

Increasing Banking Fee Based Income

READY TO ACCELERATE YOUR BUSINESS?
CONTACT US TODAY!

Call Us at (+62) 22455773 or click the Contact Us button
CONTACT US