Our Solutions -> Product Propositions -> Financial Planning -> Wealth Management

Wealth Management

3Q Solutions wealth management offering provides much more than management of a client portfolios.  3Q focuses on:

• Reaching financial independence
• Maximises the clients net worth
• Takes away any threat to the client’s net worth

Wealth management allows the financial organisation to service their clients based on their customised financial plan. 3Q lead to a situation where the financial organisation sells to the client once and services the client from then on; they are continuing to fulfill a financial plan which was sold a number of years ago. 

A full wealth management capability facilitates the management of both managed and personally held assets, the concept of the client actively engaging in the planning process and the concept of differentiating the service levels according to the target market.

The core of this product includes includes:

• Customer workbench
• Advisor workbench
• Wealth account
• 24/7 balance sheet analysis
• Client profile
• Strategy including financial independence, financial events, maximising wealth and investment profile
• Action planning
• Broadcasting
• Performance based products
• Asset management
• Configuration
• Rules setting
• Asset selection and management
• DIY financial planning
• Agenda, action planning and reports
  

Wealth management benefits:

• Deliver on service promise  - increased customer satisfaction and retention
• 24/7 communication
• Increased sales
• Shows total equity, bond and cash portfolio positions
• Facilitates wealth transfer, wealth management and wealth accumulation

For more information of 3Q's model, please visit Our Approach.