• Your Platform
  • Products
    • Advisory
    • Portfolio
    • Analyse & Reporting
    • Mobile & UX
    • Risk & RegTech
    • Processes
    • InSight
  • Company
  • Contacts
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  • Your Platform
  • Products
    • Advisory
    • Portfolio
    • Analyse & Reporting
    • Mobile & UX
    • Risk & RegTech
    • Processes
    • InSight
  • Company
  • Contacts
  • 360 Degrees - Client Relationship Management
    Advisory Module
    A critical characteristic of advisor-client relationship is the agility and
    flexibility shown in the course of daily business. This leaves us with more
    time for client care.
    The 360 degree client management system is an
    integrated tool of the EbiCentric wealth management
    platform, which has been specially created to support
    and control daily operations in client management.
    Seamlessly.


    One goal – improving the daily work and customer
    experience for you and your client.
  • The art and science of making decisions
    Portfolio Management Module
    The creation of the Investment Proposal, Benchmarking and Rebalancing are
    based on a standardized process that enables the advisor to immediately
    create high-quality investment proposals that are client specific and adjusted
    to the particular market situation. In combination with the investment guidelines
    for virtual portfolios and existing portfolio-/ composite structures, individual advisory
    services can be extended through the Portfolio Builder.
    The resulting package can be accompanied by appropriate product and bank-related
    information. Furthermore, the investment proposal, benchmarking and rebalancing
    can be authorized by an adaptable digital approval process.


    Designed for digital support to maximize return at a given appetite for risk.
  • High performance but individual, flexible and client oriented
    Analyse & Reporting Module
    All single analysed reports can be compiled into individual ReportSets.
    In addition, these ReportSets can be enhanced with comprehensive information
    such as market outlook, indices and benchmarks.
    The result is a tailored reporting product customized to the specific needs of
    the user. ReportSets can be assigned to a mandate, a portfolio mail address and
    to a reporting frequency. Thus, for example, for different reporting dates of a
    portfolio, different ReportSets can be used.


    Digital Support to maximize return at a given appetite for risk.
    Analyse & Reporting Module
  • Designing first-class Mobile Apps for
    Wealth Management
    Mobile & UX
    Omnichannel is a cross-channel content strategy to improve user
    experience by integration Bank and Advisor as well.
    Rather than working in parallel, EbiCentric’s communication channels
    (Bank, Advisor & Client) and their supporting resources are designed and
    orchestrated to cooperate. Omnichannel implies integration and orchestration
    of channels such that the experience of engaging across all the channels someone
    chooses to use is as, or even more, efficient or pleasant than using single channels in
    isolation.


    Channel-integration of Bank, Advisors and Clients to optimize customer experience for
    high end wealth management activities.
  • Our System takes care of complex risk and regulatory scenarios
    Risk & Regulatory Module
    The Module emphasis on regulatory monitoring, reporting and
    compliance and is thus benefiting the Wealth Management Process.
    The objective is to enhance transparency as well as consistency and to standardize
    regulatory processes, to deliver sound interpretations of ambiguous regulations and
    thus to provide higher levels of quality at lower cost. EbiCentric to date has been
    focused on the digitization of manual reporting and compliance processes, for
    example in the context of Know your customer requirements. This offers significan
    cost savings to the user.


    The key characteristics within this Module are: Speed – Integration –
    Analytics – Customer experience for you and your client.
  • Optimizing to empower
    Process Management Module
    This module offers the automated monitoring of all processes e.g.
    monitoring of investment policies for asset allocation, the calculation
    of risk factors, control on maximum draw-downs, proximity of benchmarks,
    testing against black lists, violation management and more.
    All entries are made directly by defining rules based on a natural language.
    The monitoring is done either on an ad hoc or overnight basis both in pre and
    post trade situations. Violations are displayed in the cockpit and accessible for
    further processing.


    Designed and implemented to align with wealth management goals, and
    organizing bank and advisors so that they will manage
    wealth management processes effectively.
  • We manage your data
    Insight Module (Big Data)
    Innovations increase data volumes tremendously and complexity,
    making it harder to manage, maintain, and mine data.
    Requirements for high-quality data availability have never been more
    pressing as wealth managers seek to expand business, enhance sales
    effectiveness, and add digital-investing capabilities.​


    We bring lots of complex information together improving the daily work and
    customer experience for you and your client.

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