Front-to-back engagement & investment platform. Improve customer experience & Increase the operational efficiencyKnow more discover in Video
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.
Complete investment portal with an overview of client's portfolios, reporting and monitoring of interactions & processes available from anywhere, anytime.
Facilitate your clients onboarding and their access to services through a fully paperless service & improve customer experience.
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.
Be more efficient, save time in your daily tasks and improve your clients experience thanks to a complete digital investment management solution.
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.
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).
More performance thanks to a complete and intelligent management solution improving investment management.
Real-time connection with markets, online trading and order management.
YEARS OF EXPERTISE
EXPERT TEAM MEMBERS
ASSET MANAGERS OFFER