Protect
It carries out health checks of the client’s stock investments and picks out those stocks
that can affect the profitability of the portfolio.
About Wealth Management Firms
For an institution like a wealth management company, catering to a varied category of investors, it
becomes imperative that the solutions offered to them are curated. This ensures increased engagement
with them which helps in retention, activation & acquisition of customers which is directly proportional
to the institution’s profitability. For an entity that is involved in research as well, it is important
to maintain a high efficacy to ensure superior customer experience. Our solutions for such an
institution covers both the aspects. These include:
Create
It identifies replacement of the stocks that need to be weeded out of the portfolio to
optimize its returns. This can be in the form of a portfolio or a single high conviction
stock
Risk
Management on Demand
Once optimized, JARVIS can track the investments and offer suggestions on profit booking,
stock exits, portfolio rebalance, portfolio reset.
JARVIS
Intelligent Terminal
The terminal is an analytics platform that allows the user to get a holistic view of each
attribute that affects the stock performance . For the user, the terminal is his/her own
digital fund manager. It allows the user to carry out analysis of any stock / portfolio
across multiple parameters, test hypotheses, back test, forecast and optimize portfolios.
