Wealth Suite
The following are the key features of 202304. For a complete list of the new features, refer What's New PDF. For the list of Reference Business Process, click here.
| Feature | Description |
|---|---|
| Stress Test Scenario on Portfolio | The Wealth Suite – Channels is enhanced with the capability to analyse the portfolio strength by checking its resistance to a stress test scenario. |
| Questionnaire Definition for Investment Profile | The Questionnaire Framework in the Wealth Suite – Channels is enhanced to ease the questionnaire design and customization in all steps of the questionnaire implementation. Based on this new framework, an investment profiling questionnaire is delivered with standard packaging. |
| Simulating Investments, Rebalancing Market Segment and Amending Post-trade Values in Portfolio Builder | This functionality allows the user to have a simulated investment or withdrawal in the portfolios of the builder session. It also allows the user to rebalance a particular market segment or model, and amend post trade values like quantity, market value and weight. |
| Market Value Drop (MVD) | The Market Value Drop (MVD) provides specific packaged features related to the MiFID II regulation. It supports banks in meeting the related regulatory requirement where banks must monitor daily and notify their clients within 24 hours (business days) through loss letters about the portfolios market values drops, and leveraged positions and contingent liabilities market values drops above the threshold of 10% recommended by the regulator. |
| ESG-related Sustainability functionalities | Wealth Suite Channels is enhanced to support calculating the ESG-related information at the portfolio and instrument levels. The information or values in the sustainability details are available when the user gets the ESG module license and when the ESG data are available. |
| Business Indicators and Business Objectives | A generic data model structure is introduced to store information for any set of indicators. The data model structures the hierarchical information and stores the details as attribute-value pairs where the attributes are added according to the requirement. |