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eInvestor |
A financial product consultancy system |
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eInvestor is a back-up tool for personal banking management units, generating an optimised recommendation for a portfolio of financial products in accordance with the criteria of the Business and with the Customer's investment profile. It is therefore a consultancy system for financial portfolios which focuses on the Customer, and operates in harmony with the Finance House's commercial strategies.
AIA Group has been innovating financial consultancy algorithms and methodologies since 1996. eInvestor is the result of the third generation of financial consultancy systems which uses all the prior research and experience in the field of finance. eInvestor is a modular solution which can provide a number of forms of integration with Finance Houses. Integration may be carried out via the calculation unit (the Consultancy Micro-Kernel), or a solution may be integrated throughout the network of Commercial Offices.
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| © |
Copyright 2004, Aplicaciones en Informática Avanzada S.A. All rights reserved.
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