Thousands of financial advisors and portfolio managers trust the solution to monitor hundreds of thousands of accounts. Processing each account’s trading activity manually could have resulted in more errors and lesser accuracy in achieving suitability. The solution helps the customer and their patrons ensure that the portfolio manager conducts trade in accordance with investor’s preferences and profile, and makes investment decisions appropriate to their risk/trading profile.

1. MediaAgility Delivers a Dynamic Portfolio Suitability Platform That
Empowers Investors to Make Safe, Compliant, and Informed Investment
Decisions
THE PROBLEM THE SOLUTION
Customer wanted a solution that could
help advisors continually measure and
monitor an investor’s portfolio to make
sure that the investments are well aligned
with their objectives
● The system needed to safeguard
investor’s interests
● Solution with an interactive
interface that enabled users to
leverage investment suitability,
portfolio monitoring, and risk
management as their advantage.
As the customer’s technology advisor,
MediaAgility delivered Portfolio Suitability
System which is now robust, easy-to-use,
scalable, and dynamic.The solution
helped customer:
● Give a holistic view into the
diversity of the portfolio and
highlight risks involved
● Flag inappropriate / suspicious
transactions
● Ensure investor’s interests are
safe
https://goo.gl/z1L2gisolutions@mediaagility.com