Contemi Wealth Intelligence (WIN) Suite

The Contemi Wealth Intelligence (WIN) Suite is a portfolio management solution designed for investment and portfolio managers. According to the vendor, this software is suitable for financial advisors, investment managers, fund managers, wealth managers, and asset managers in the financial industry. The WIN Suite offers features such as a comprehensive view of clients, transaction management, portfolio modeling, improved client servicing, risk reduction, enhanced productivity, and growth opportunities.

360 VIEW OF YOUR CLIENTS: According to the vendor, the WIN Suite provides a comprehensive view of clients' personal details, KYC information, client documentation, and reports. It also allows for monitoring compliance and drift against suitability/risk mandates and offers the ability to toggle to the client's view during remote discussions.

INITIATE TRANSACTIONS: The WIN Suite enables users to initiate, monitor, and manage security and cash transactions, ensuring compliance through configurable trade restriction and validation checks. The vendor claims that intelligent routing directs orders to the correct trading platform or venue, and bulk orders and allocations can be efficiently managed.

PORTFOLIO MANAGEMENT AND MODELLING: Users can configure asset allocation and model portfolios to manage a large number of accounts. According to the vendor, these models can be used for compliance monitoring, risk mandates, or rebalancing. The WIN Suite also supports substitution/equivalence, allowing for a personalized service without increasing managed models.

IMPROVED CLIENT SERVICING: The WIN Suite automates background processes to free up time for personalized client service. According to the vendor, it provides a real-time, holistic view of clients and portfolios, enhancing client engagement and speeding up request resolution. The reporting suite offers comprehensive asset and cash transaction reporting, position level return calculations, and investment and risk model drift.

REDUCED RISK: The WIN Suite ensures compliance with regulatory and industry best practices through process automation. The vendor claims that it provides visibility of all assets and offers monitoring tools to make better investment decisions and minimize drift from clients' risk appetite. Pre-trade vetting and authorization are also available to reduce downstream errors.

ENHANCED PRODUCTIVITY: According to the vendor, the WIN Suite increases efficiencies through automation, allowing investment managers to do more with fewer resources. It offers web distribution for anytime, anywhere access to information and functionality. Advanced portfolio modeling and automated trade processing are also included to reduce day-to-day administration.