Total wealth control

Wealth management is on the cusp of digital disruption. Regulations, new technologies, changing client expectations and declining profitability are forcing the industry to reinvent how it operates and serves clients.



Advantra is a huge leap forward. It is a single platform that puts high net worth individuals and banks in full control of their wealth and profitability.



Here are just some of the features:

Advantra extracts data from legacy systems to create an always-on eco-system to produce never before seen client insights. Efficient data ingestion and innovative architecture deliver the digital backbone for any modern private bank.

Highly Advanced, Agile & Adaptive

”The ultimate in wealth management, personalisation, transparency and control.”

”The ultimate in wealth management, personalisation, transparency and control.”

Advantra delivers unrivalled value and benefits:

Digitises with
minimum investment


Allows private banks to digitise and implement solutions with minimum investment and pre-empts the banks’ need for standardised, cloud based infrastructure

Reduces
operating costs


Reduces banks’ operating costs without dis-intermediating Relationship Managers and Investment Advisors and paves the way for new pricing models without eroding profitability

Increases
revenue generation


Empowers client advisors and clients to take timely investment decisions, attract assets and improve their returns through fully customised investment solutions

Focused on
high value


An eco-system that enhances the differentiating capabilities of the banks, while automating and streamlining the commoditised parts of the front and middle office

Easy to
implement


Holistic, yet modular, with minimal integration into the bank’s core infrastructure

Exceptional
user experience


Unique, sticky user experience based on deep customer insights translated into investment choices and delivered at the lowest possible cost
The Experience

Advantra is a highly evolved, yet simple, personalised and intuitive digital platform. An eco-system that empowers the banks and their clients.

Get the bank’s investment view for key market events, customised to client‘s portfolio

Client risk profiling using cognitive behavioural science, facial recognition and eye tracking technology to understand their financial literacy, preferred terminology, appetite for loss, financial decision making approach and determine risk budget and target portfolio.
Intuitive view of portfolio and returns plus automated portfolio construction at fund and instrument level.
Easy to understand roadmap to target portfolio using machine learning, NLP, sentiment analysis and real tone to customise language and terminology to client‘s level of financial literacy and sophistication.
Advisor workbench to improve productivity and get the front office focused on client’s specific issues in real time.
All investments are automatically pre-screened for fit with client‘s preferences, available liquidity, risk budget and expected returns.
Simulation capability allowing client and adviser to assess impact of any fund or instrument on portfolio and returns.



See how Advantra changes the game for:

Advantra gives me access to a fully customised investment channel with a clear view of my portfolio and market events, in a language that I understand.

I get clear investment ideas that fit perfectly with my interests and risk profile. I can choose to discuss them with my banker, or a network of peer investors. The ideas are clear and I understand upside, risks and the fees.

I can chat or video conference my bank instantly on a range of topics 24/7.

The reporting is clear and it shows the impact of my decisions.

CLIENTS


Advantra gives me access to a fully customised investment channel with a clear view of my portfolio and market events, in a language that I understand.

I get clear investment ideas that fit perfectly with my interests and risk profile. I can choose to discuss them with my banker, or a network of peer investors. The ideas are clear and I understand upside, risks and the fees.

I can chat or video conference my bank instantly on a range of topics 24/7.

The reporting is clear and it shows the impact of my decisions.




RELATIONSHIP
MANAGERS


Advantra gives me access to a client portal that shows me their portfolio performance, their interests, decisions they made, risk profile and investment knowledge.

I understand what makes my client tick and what I should talk to them about. I get prompted on investment ideas that are likely to be of interest to my clients

I can offer my clients full access to a self serve platform that allows them to solve their enquiries 24/7, so my meetings with them are strategic and high value.

I can measure the profitability of each client and I can see whether or not the client has the right service package / is paying the right fees.




INVESTMENT
ADVISORS


Advantra’s investment process is mostly automated, this means I can focus on advising my clients on bespoke solutions that deliver suitable returns.

I have access to an automated tool that calculates the most efficient portfolio and re-balancing opportunities based on client insights and risk profiles.

Predictive analysis allows me to put the best investment ideas forward that will get traction across our core client segments




C-SUITE
EXECUTIVES


Advantra allows me to see the profitability of clients at an individual and segment level so I can act on the opportunities decisively.

Advantra’s unique reporting enables me to assess which teams perform, and which investment ideas get traction and why. I also see what drives asset and margin growth.

I implemented a constantly evolving technology solution that allows me to take costs out, and be on top of digital innovation.

I can innovate on pricing, user experience, drive more efficiencies and retain and grow my asset base better and faster than the competition.




How It Works

“It’s plugging in the most advanced, intuitive, human, transparent and growth focused wealth management solution in the world.”

“It’s plugging in the most advanced, intuitive, human, transparent and growth focused wealth management solution in the world.”
1. Client gets a digital in-depth profile and personalised financial plan
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Advantra goes beyond typical risk profiling to fully understand the client using innovative user experience, cutting edge technology and behavioural cognitive science.

Clients' behaviour when interacting with the platform will continuously enrich their profile and further personalise their banking experience.
2. Portfolio is personalised based on customer profile, target returns and wealth manager's investment view
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Clients receive an automated portfolio that matches their risk budget, returns objectives and preferences.

Advanced algorithms monitor in real time client risk, preferences and market dynamics.

Advantra calculates most efficient rebalancing opportunities at mandate level based on client profiling and it provides ongoing portfolio gap analysis between target portfolio and current state.
3. Advantra triggers an investment roadmap to target returns
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Clients get a personalised roadmap to target returns explained in a way that they can understand.

Roadmap to target returns is based on wealth manager's house investment view, market moves and client profile. The explanation of the proposed solutions is fully personalised and adapted to client's financial literacy.
4. Clients and advisors can simulate investment suggestions in real time to see impact on portfolio
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Advantra triggers proposed investment ideas matching client's profile, wealth manager's house investment view and client's available risk budget. All ideas are pre-screened and get validated by the advisor before clients can access them.

Advisors and clients can simulate in real time the impact of any fund or instrument on the investment portfolio.
8. Executives get a real time view of profitability drivers, team performance, product penetration and predictive analysis
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For example: “You have become over exposed to Apple or US tech stock, your portfolio will be rebalanced accordingly.”

“We have noticed your social interest in artificial intelligence and suggest that these investments may be of interest.”

”This is how you rank compared to other investors with similar portfolios and profiles.”
7. Advisors get an automated prioritised view of client needs
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For example: “Client has exceeded their risk budget and the portfolio requires re-balancing.“

“Client has a portfolio drag caused by Investment A, here is the proposed roadmap to optimise their portfolio.“
6. Advisors get proactive triggers and calls to action, driven by client activity and market movement
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Fully customisable advisor portal automatically generating a prioritised view of clients and the actions required for the day.
5. Clients get tailored proactive alerts and triggers to remain in control of their wealth
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Richer client segmentation and reporting will help each wealth manager understand their cost and revenue drivers.

Predictive analysis and trends on investment behaviour, decision making, engagement model, ROA and efficiency drivers will shape wealth manager’s strategy.
Advantra Team

“Advantra will be the digital backbone of the private bank of the future”

“Advantra will be the digital backbone of the private bank of the future”

 

Executive Team & Founders


 

Anka Mandleson


Former Associate Principal at McKinsey&Company with 15 years of banking experience. Anka has worked with UBS, Credit Suisse, Julius Baer, HSBC, Barclays, Bank of America in US, UK, Switzerland, Germany, Spain, Asia and Latin America.

Expertise in:

Digitisation, market strategy, M&A and post merger integration, cost savings and restructure and front to back bank transformation.

 

Aaron Scott


UBS Head of Strategy and Product Specialist, previously at National Australia Bank. 15 years of corporate, asset and wealth management experience across US, UK, Switzerland, Australia and India.

Expertise in:

Strategy, investments, product development, talent management, performance measurement, finance, legal and risk.

Technology Partner & Advisory Board


Headquartered in Washington DC with over 600 Banking focused Technology Experts and SMEs globally. Have built and integrated enterprise wide platforms for PNC. Over 15 years and 5 million hours of experience building enterprise grade applications for Banks and Financial Institutions.

Core technical areas of expertise include:
Building Micro Services, Big Data/ Analytics, Artificial Intelligence, Machine Learning and Cloud, all with a concentration in the Banking vertical.

Ashvin Sologar


Chief Operating Office and co-founder of Kalido, the global services marketplace for the trust economy ;previously Associate Principal at McKinsey&Company, leading the firm’s technology related initiatives. He holds an MBA from Insead.

Expertise in:

Banking risk models, digitisation and technology implementation in banks and start ups

Mumtaz Naseem


Former Managing Director at Goldman Sachs and Deutsche Bank and partner at KPMG, Mumtaz has 17 years of experience in advising boards of FTSE 100 on strategy and capital raising, and has set up and led a number of digital advisory businesses.

Expertise in:

Tech investment funds and equity capital raising including IPO.

News & Media

Coming soon

Contact Us

contact@advantrawealth.com

Total wealth control