Portfolio Management

Tailored Investor and Intermediary Portfolio Management views for Investment Managers, Sales executives, etc.

Thanks to a substantial investment in research, WinWealth is designed to provide key Wealth Management Practitioners including Investment Managers, Business Developers, Front and Back office Client servicing teams with tailored functionality and intelligence so that each role may fully contribute its quota and achieve high performance.

We provide effective Sales and Client Portfolio Management at various levels or the organisation from user, team, office, and group level portfolios. WinWealth aids Sales professionals to adequately assess Client Suitability for Investment Services, aids decision-making about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance.