Explore our
Discretionary Portfolio
Management Solution

Explore our Discretionary Portfolio Management Solution.png
Explore our Discretionary Portfolio Management Solution.png
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Explore our Discretionary Portfolio Management Solution

Scale your DPM business with QEngine's intelligent automation

The future of wealth management is digital. In Asia, Discretionary Portfolio Management has traditionally been reserved for high-net-worth individuals. As young, personal investors acquire wealth knowledge and seek professional investment advice, an opportunity opens up for financial institutions to deliver DPM services and wealth management solutions to new, digitally-savvy customers.

create new online enganement mode

Access new
customer segments

introduce eciencies and controls

Introduce efficiencies
and controls in portfolio
management and trading

improve customer servicing

Improve
customer servicing

DPM businesses struggle to scale due to poorly integrated systems, resource-intensive processes and lack of digital channels

Challenges

High servicing costs with low-value customers serviced at a loss
Missing revenue opportunity from other customer segments as service is typically limited to HNW individuals
Lack of digital channels to service low-value and digital-savvy customers
Manual order calculation and submission lead to poor resource utilization
Manual processes for portfolio customisation introduce operational and compliance risks
Inefficient order management can lead to excessive trading, high cost and poor customer experience

Challenges

DPM businesses struggle to scale due to poorly integrated systems, resource-intensive processes and lack of digital channels

High servicing costs with low-value customers serviced at a loss
Missing revenue opportunity from other customer segments as service is typically limited to HNW individuals
Lack of digital channels to service low-value and digital-savvy customers
Manual order calculation and submission lead to poor resource utilization
Manual processes for portfolio customisation introduce operational and compliance risks
Inefficient order management can lead to excessive trading, high cost and poor customer experience

Quantifeed’s DPM Solution

create new online enganement mode

QEngine Customer application

  • QEngine Customer application or APIs to power customer platforms
  • Support multiple investment propositions, solutions and journeys
introduce eciencies and controls

QEngine Portfolio Manager application

  • QEngine Portfolio Manager application or APIs to support portfolio manager workflows and e2e journeys
  • Manage model portfolios
  • Manage, rebalance and view customer portfolios
improve customer servicing

QEngine Advisor application

  • QEngine Advisor application or APIs to support advisor workflows and e2e journeys
  • Customer onboarding, advice, proposal, implementation and servicing
create new online enganement mode

Order management

  • Automation of order generation and management
  • Support straight through processing of orders/trade with minimal manual intervention
introduce eciencies and controls

Smart portfolio rebalancing

  • Bulk (i.e. mass) or single rebalancing of customer portfolios
  • Algorithms to optimize for drift, portfolio performance and customer experience
  • Algorithms for optimizing top-up and withdrawal instructions
improve customer servicing

Connectivity to existing systems

  • Leverage existing systems and databases – including core wealth system, market data, and CRM system

Benefits

Minimize manual processing by allowing bulk portfolio rebalancing
Create and rebalance model portfolios within compliance constraints using model portfolio integrity checks
Easily match a customer to a suitable model portfolio – recommendation engine based on customer’s risk and goal preferences
Allow for customization within pre-configured boundaries/ controls
Intelligent automation to minimize manual work and mitigate operational and compliance risks
Automatically generate orders based on investment recommendations and the customer’s existing positions
Intelligent order generation to minimize drift, excessive trading and portfolio “locking” due to pending transactions
Connectivity to back-office systems for portfolio reconciliation and reporting
Acquire and service customers more efficiently, especially low-value customers or those wanting a more digital experience

Insights: The Digital Evolution of DPM in Asia

Investors across Asia have typically been reluctant to embrace DPM services, preferring instead to research, manage and instruct their own investment choices. There are clear signs, however, that preferences in the region are beginning to shift. To learn more about the shift in Asian investors’ wealth management preferences, click Read More to view our insights.