Matrix is Avanza’s e-Business solution aimed to support your business activities in the Investment Management area. It comprises of a suite of integrated modules that support diverse investment operations.
Each module is a self-contained application that can cater to specific business needs of an investment area while integrating with other Matrix components or existing business applications to provide an end-to-end solution.
Whether you are an organization managing your own investments or offering investment services to your customers, Matrix can deliver significant business advantages if:
- You structure & manage diverse portfolios of your own investments and/or of your customers’ investments
- Your organization designs and/or offers a range of Wealth Management Products to diverse spectrum of customers
- Your front office and back office operations require synchronization and uniformity of data and processes
- You manage medium to large volumes (local & international) of some or all of the following:
- Custodial transactions
- Trade Orders
- Funds & Structured Products’ subscriptions, redemptions & switches between and within portfolios
- You need to process, evaluate, and manage investments in Private Equity and Real Estate through structured & automated processes
Transformation of sales Teams
- Empowering Relationship Managers to function as well- equipped investment consultants
- Historic trends and data available for efficient and transparent consultation
- Diverse customer investments accumulated and presented in entirety for analytics and profitable cross-selling
- Real-time representation and comparisons of deviations in customer profiles from market trends, fact sheets & benchmarks
- State-of-the-art “What–if” analysis
Customer Delight & Retention
- Increased customer confidence in data and transparency of processes
- System generated Customer Statements’ delivery through multiple channels
- 360 degree views of customers’ investments across portfolios, products, and markets
- Proactive risk mitigation and identification of profitable opportunities
- Connected front desks and back offices
- Information flows, transparency, and operational visibility
- Structured processes, limits, and validations to trap and alert process and financial violations
- Integration with core systems and market feeds to avoid data leakage and manual postings
- Enterprise wide communication, publishing, and business processes platform
Back Offices Empowered
- Elimination of spread sheets
- Operational Risks’ configuration, entrapment, and alert mechanisms
- Compliance to policies and procedures through data checks, limits definitions, and process automation
- Seamless integration and transaction posting to Financial Applications, SWIFT channels, and market feeds
Avanza Solutions has a proven track record in providing e-Business solutions and services for multiple verticals with major focus on Banking and Financial industries. Matrix Investment Management Solution was first implemented for a leading investment house in UAE in 2006 and since then there have been several implementations which span investment houses, banks, and government departments.
In each of these projects, we have delivered the solution in line with business objectives. This has been made possible by Avanza’s sound project management approach, expertise of our resources in IT solutions implementation, and their knowledge in business practices and traditions of investment services. Our years of experience in diverse investment setups reflects in the flexible product framework, rich functionality, and user friendly application interfaces.
Matrix has been awarded the Best Financial Industry Application Runner-up award by Information & Communication Technology Awards in 2011.