360-ProVestment® automates the construction of a holistic financial solution (Protection Insurance-Investment).
The solution maximizes overall financial well-being by optimizing an individual’s financial portfolio for wealth accumulation & growth and protection from mortality and morbidity risks.
The 360-ProVestment® optimization model maximizes the individual’s financial well-being by factoring in the client’s financial needs & constraints, personal preferences and the available product universe. Dimensions such as bequest and consumption preferences allow the model to tailor-make the perfect strategy.
The model was developed with strong support by Prof. Dr. Enrico De Giorgi from BhFS(www.bhfs.com).
360-ProVestment® is suitable to be used by advisers of all levels of expertise and experience and staff responsible for business development support.
360-ProVestment® has APIs available to integrate with existing customer-advisor journey. Advisers can generate in real time, a sales compliant, reliable and holistic recommendation baseline.
The engine also supports in-force portfolio management efforts by identifying and winning up- and cross-sell opportunities with precise recommendations.
“Can I trust that you understand how much risk I can afford and service me
according to my readings? Like how a doctor understand my vitals?”
A gamified sensor that calibrates itself to fit your context
and uncover your blind spots.
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