Investment Proposal Generator

Web based software for generating investment proposals with minimum input from banking advisor. It makes investment portfolio by obtaining few information, like risk profile, investment amount and main area of investment (Equity, Bonds, Real Estate, Liquidity) from investor.

Software uses this input, investment algorithm and knowledge base to create investment portfolio or to adjust existing portfolio. Part of the system is CMS where experts from the bank can maintain knowledge base.

Client

ABN AMRO Bank, Netherlands