PM1e IPS optimizes the decision-making process at the point-of-sale with instant and automated generation of investment and rebalancing proposals. Matching the size of the investment and the asset allocation of the client‘s profile with the appropriate model portfolio of the financial institution, PM1e IPS creates a proposal that is customized to each individual client's needs and complies with internal and external guidelines.

Click here to download the full PM1e Investment Proposal System module data sheet.