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GoldCOIN™ Wealth Management Solution

GoldCOIN™ Wealth Management Solution provides the technological means necessary for the financial services firms to swiftly move to capitalize on this fast evolving but contested segment of the marketplace. It allows firms to migrate from a transactional relationship to a life cycle event relationship for a customer by facilitating a detailed planning, reporting and measurement processes as the individual goes through new stages of their life cycle. Using GoldCOIN™ Wealth Management Solution, firms can;

Attract and acquire new customers

Increase Revenue per customer and drive down cost.

Increase the value of broker intermediation

Use new technology as a competitive advantage

The solution consists of number of modules that can operate on their own and augment existing systems or as part of the entire GoldCOIN™ solution platform.

Major modules include:

Planning Center

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Planning Center equips Financial Planners and Investment Advisors for empoweredIntermediation.

Investment Advisor (IA) View

	Defining Model Investor Profiles based on age group, income level, net worth growth prospects
	Associate Asset Allocation Models for each Model Investor Profiles
	Associate investment objectives (Safety, Income, Growth), industry sector allocation, geographic allocation for each Asset Allocation
	Define model portfolio of securities based on asset allocation models and investor profiles
	Associate a client with a Model Investor Profile and create a portfolio of securities

Client View

	Facilitates virtual interaction with Advisor
	Provides graphic views of asset allocation

Portfolio Center

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Portfolio Center brings portfolio manager capabilities to self-service and fully serviced clients.

Portfolio Analysis

	Compares current holdings with target asset allocation defined in the Planning Center
	Compares performance of portfolio with benchmark indices
	Provides functionality to conduct what-if scenario testing

Portfolio Execution

	Facilitates submission of multiple orders based on rebalancing strategy generated by the Planning Center
	Account aggregation of holdings in other institutions

Tax Assistant (Optional Add-on)

	Tracks capital gains, losses, investment income and carrying charges
	Provides data downloads of trading activity histories to personal finance software

CRM Center

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CRM Center provides need analysis and financial planning capabilities for the clients.

CRM-K extracts knowledge from:

	Client Investor Profile (income group, age group, investment objectives, net worth growth prospects)
	Client balances and positions
	Client trading activity
	Client web session activities

Client account aggregation data

CRM-I facilitates virtual interaction between Wealth Management Professionals and Clients

	Collaboratively plan and monitor execution of portfolio of assets, remotely
	Integration of different wealth management services (cash and debt management, insurance, estate planning, short-term and retirement investments, etc…)

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