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ASSET & WEALTH MANAGERS DIGITAL SOLUTION

Discover the Investor Portal in video.

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Mobilu facilitates your business transformation using a full digital solution, 100% Cloud and especially developed for Asset & Wealth managers. It provides you with a complete toolkit that will fulfil all your digitization needs as well as an easy-to-use front-end interface to improve the customer experience. Mobilu offers you an intuitive Portal dedicated to Investors and Providers, allowing to manage the client onboarding, the data collection, the generation, and the sharing of reports for investor and regulation reporting purposes. It will allow you and your customers to have an integrated view of the portfolio of investments embedded with client-centric portfolio diagnostic comforting your clients financial well-being and alignment with their personal values. 
The tool allowing deployment of the Investor & Provider Portal includes fully integrated functionalities such as a PMS and a CRM as well as Integrated Development Tools. First, the full customization of the design of your Data Management is performed. Then, the design of your features, in terms of Portfolio Management, Risk & Compliance Oversight, Private Equity functionalities, etc. needed for your daily management is completed.
The Mobilu Investor Portal offers Asset Manager self-customization opportunities in terms of digitization of their processes, investor management & communication and alerts on missing or expiring documents. Document e-sign functionalities are offered too. The workload is alleviated, the operational risk reduced, and the customer experience improved.

OUR OFFER

Complete Investor Portal

Complete investment portal with an overview of client's portfolios, reporting and monitoring of interactions & processes available from anywhere, anytime.

  • Communication & Reporting
  • Self-Directed Investment (online self-service transaction functionality) 
  • Digital Collaboration
  • Mobile Apps
  • Digital Processes Tracking (evolution in a real time)
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Facilitate your clients onboarding and their access to services through a fully paperless service & improve customer experience.
   

  • Client KYC and investor profiling journey (MiFID II ESG compliant)
  • Client Onboarding: ​follow the onboarding process, deadlines and evolutions
  • Digital Contract Management (store, edit, exchange and sign documents with third parties: investors, service providers or partners.)
  • Integrated Digital Signature feature
  • Investor documents library available & ready to use: Investment mandate, Tripartite…
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Improve advisor productivity thanks to a dynamic, intelligent and connected tool allowing interactive presentations with real-time data updates. Portfolio asset Performance, Allocations and MiFID & Recommendations.

  • Portfolio & Client Reporting (advanced Investor Management reports ready to be updated automatically)
  • Investment Resources
  • Advisor Analytics
  • Digital Collaboration
  • Client-centric portfolio diagnostic
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Be more efficient, save time in your daily tasks and improve your clients experience thanks to a complete digital investment management solution.

  • Wealth Management CRM
  • Suitability Assessment
  • Reporting to Clients
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Integrated risk profile measures on a large panel of risk metrics (market, credit, liquidity risk) allowing to analyse and identify the investors risk profile. Operational support for your risk analysis. 

  • Suitability Assessment
  • Invesment Limit Monitoring
  • Scalable Personalized Portfolio Monitoring
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Advanced real-time portfolio analysis, integrating a data repository that unifies customer, competitive information from proprietary and third-party sources and counterparties (banks, brokers, administrations).

  • Portfolio Management
  • Portfolio Optimisation
  • Model Portfolio Construction
  • Performance Management
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More performance thanks to a complete and intelligent management solution improving investment management.
Real-time connection with markets, online trading and order management.

  • Order calculation (Model Portfolio)
  • Pre-trade checks
  • Trade Execution and settlement
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ADVANTAGES OF OUR SOLUTION

Easy & Secure

Full-featured environment

Portal and core system with integrated coding tools and all you need for your compliance and risk to manage your daily operations from sales to mid to back-office.

Personalized investor portal

Fully white-label platform to keep the spotlight on your brand : logo, color, notifications email customized. Thus, you improve the customer experience and your reputation at the same time.

Quick launch &
support

Enjoy the performance of our solution in less than 10 minutes! No software installation or IT team needed. Our team assists you for an easier handling and to build the features you need daily in terms of investment management, risk, private equity, compliance, etc.

Turnkey Asset management Solution

Our investor solution has been designed for Asset Managers and Distributors in collaboration specialized boutiques (Sopiad, FundProcess). This platform covers all operational aspects of the asset management companies. From investors onboarding, recurrent meetings organization, oversight, documents management to advanced reports.

Intuitive interface for investors

Reducing the time you spend on administrative tasks should not complicate your clients' dealings. Mobilu also meets the new needs of your customers by providing them with an intuitive and easy-to-use application.

Secure Cloud
Platform

Accessible 24/24 and 7/7
EIDAS compliant (European regulation)