mediaagility delivers a dynamic portfolio suitability platform that empowers investors to make safe,...

MediaAgility Delivers a Dynamic Portfolio Suitability Platform That Empowers Investors to Make Safe, Compliant, and Informed Investment Decisions THE PROBLEM THE SOLUTION Customer wanted a solution that could help advisors continually measure and monitor an investor’s portfolio to make sure that the investments are well aligned with their objectives ● The system needed to safeguard investor’s interests ● Solution with an interactive interface that enabled users to leverage investment suitability, portfolio monitoring, and risk management as their advantage. As the customer’s technology advisor, MediaAgility delivered Portfolio Suitability System which is now robust, easy-to-use, scalable, and dynamic.The solution helped customer: ● Give a holistic view into the diversity of the portfolio and highlight risks involved ● Flag inappropriate / suspicious transactions ● Ensure investor’s interests are safe https://goo.gl/z1L2gi [email protected]

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Page 1: MediaAgility Delivers a Dynamic Portfolio Suitability Platform That Empowers Investors to Make Safe, Compliant, and Informed Investment Decisions

MediaAgility Delivers a Dynamic Portfolio Suitability Platform That Empowers Investors to Make Safe, Compliant, and Informed Investment

Decisions

THE PROBLEM THE SOLUTION

Customer wanted a solution that could help advisors continually measure and monitor an investor’s portfolio to make sure that the investments are well aligned with their objectives

● The system needed to safeguard investor’s interests

● Solution with an interactive interface that enabled users to leverage investment suitability, portfolio monitoring, and risk management as their advantage.

As the customer’s technology advisor, MediaAgility delivered Portfolio Suitability System which is now robust, easy-to-use, scalable, and dynamic.The solution helped customer:

● Give a holistic view into the diversity of the portfolio and highlight risks involved

● Flag inappropriate / suspicious transactions

● Ensure investor’s interests are safe

https://goo.gl/[email protected]

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