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Date
18.12.2022 - 18.01.2023 09:00 - 19:00 CET
Price excl. VAT (CHF)
350.00
Course description
Mission Statement
To provide an overview how Investment Advisory and Discretionary Portfolio Management desks work.
 
Course description
You are sure to have heard of the SDPs or standalone digital products. The Avaloq Wealth product line is one of the them and it delivers wealth management services to bank clients.
 
The Avaloq Wealth platform facilitates the entire investment value chain on a single technical platform. It provides out-of-the-box “desks” containing sets of capabilities tailored to relevant personas.
 
This introductory course will provide a holistic view of the SDPs and its architecture with focus on two applications: Investment Advisory and Discretionary Portfolio Management desks. Different processes and use cases are also explored.
 
This course comprises theory and demo videos, supported by quizzes and hands-on exercises to reinforce your learning,
 
Objectives
  • Identify the SDPs
  • Explain the Wealth architecture
  • Understand the investment value chain and apply it in the UI
  • Create client profiles using the Mandate Builder
  • Create investment proposals
  • Resolve health checks
  • Navigate and understand the Monitoring dashboard
  • Explain the different applications used by the Avaloq Wealth platform
Target audience
Anyone wanting an overview of some of the products of the Avaloq Wealth platform (Investment Advisory and Discretionary Portfolio Management desks)
Prerequisites
No prerequisites.
Course content
  • Product overview
  • Architecture
  • Avaloq Wealth landscape
  • Investment Advisory process overview
  • Discretionary Portfolio Management process overview
  • Applications: Mandate Builder, Portfolio Constructor, Monitoring dashboard, Analytics Hub and more
  • Shared applications
Duration
This is a self-study course which is only delivered online.
The course will be available throughout the begin and end dates indicated upon logging in. There is no specific attendance day.
Estimated time to complete this course:
4-6 hours of self-study
 
Availability
30 Available

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