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Comarch

Comarch Wealth Management

Comarch Wealth Management is an integrated, multi-module platform which lets you give the finest investment advice to all your clients, no matter who they are, and how they change. Comarch Wealth Management platform is a combination of functions supporting traditional, personal way of maintaining the bank-client relationship, as well as digital and innovative approach towards wealth management services and offerings. Personal investment advisory or discretionary portfolio management, hybrid or fully automated robo-advisory conducted with the help of AI engines – depending on your needs and business model, can deliver what suits you most.

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Comarch Wealth Management Product Report

The scores above are a summary of a comprehensive report available for this product, aggregating feedbacking from real IT professionals and business leaders.

Comarch Wealth Management has a product scorecard to explore each product feature, capability, and so much more.

  • Net Promoter Score and Planned Renewal Rates
  • Feature and Vendor Capability Breakdown
  • Version and Module Satisfaction Levels
  • Comparisons by Organization Size, Usage, and Role

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