Offering products that can be adapted to meet individual needs is necessary to win and keep high-net-worth clients. This process involves several different stages:

• The investment team generates ideas and advises clients
• The treasury prices and executes trade ideas
• Relationship managers provide frequent updates to clients.

Futora’s solution supports each of these stages:

• Pricing and execution at the point of sale
• Central repository of all trades, ideas and products
• Lifecycle management and event monitoring for all products
• Whitelabel platform and configurable workflows
• Portfolio and reporting tools
• Business intelligence module