Geodesic's Wealth Console is an enterprise-ready, client-server Portfolio Reporting and Analytics product integrated with a high-end communications backend. The solution offers engaging analytical views of an investor's portfolio within a very sophisticated user interface. Interactive visualization automatically categorizes transactions and asset classes so clients can see the big picture, up close and personal.
Wealth Console is a single-point, online source for providing your clients advice on how to grow their personal wealth. Your enterprise can provide investment ideas, stock quotes, charts, business news, market research, and can be a learning centre for all financial information, with a special emphasis on investing. |
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Features |
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Intuitive Portfolio Analysis, Calculators, Watchlists for better user experience
See how portfolios are performing week-by-week, month-by-month or annually. Gaze at market movements of your investments or calculate different investment equations at a click of a mouse. |
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Cross-asset Performance Graphs, Asset Allocation Maps and other cutting edge visualizations
Extensive use of visual graphics for superior and effortless analysis of portfolio or investment philosophy. |
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Click-to-Call feature connecting advisory or investment desk with the customer, at the click of a button
Increase your client services and the quality of client interactions for better results with the use of our low cost, highly efficient communications product. |
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Trading integration through Ubiquitous Call to Action
Track. Analyse. Execute research strategies & trading calls from any screen, which can be integrated with any trading engine. |
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Benefits |
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Extend all PMS and Portfolio reports to customer's desktop – Live (no more periodic reports). |
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Automatic and low-cost dispatch of Research and Client Communications. |
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NextGen Graphic visualization to increase impetus to transact by creating better investment understanding. |
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Help investors take informed decisions and spot profit making opportunities in the market using best-in-class Technical Analysis tools. |
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Highly adaptable and highly scalable – Add Asset Classes, Customer Segments, Products, etc. easily. |
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