Private Wealth Management platform
Our Private Wealth Management platform enables RMs and Advisors to deliver truly personalized investment experiences. From tailored advisory insights to automated AI-powered trade documentation, it streamlines every step of the client journey—driving efficiency, minimizing risk, and elevating client engagement with innovation at its core.
01
Request for Quotes (RFQs)
Our intelligent RFQ engine transforms structured product trading into a frictionless experience. By automating quote requests, consolidating responses, and delivering instant insights, it empowers advisors to secure the best outcomes for clients—faster, smarter, and with complete confidence.
02
One-view Dashboard
With your self-defined daily dashboard, you can have a one-screen view of your daily workflow including reminders on corporation actions, deposit maturity, structured product knockouts, client investment opportunities trigger signal, event alert and market holiday calendars, etc. A simple one-click step can help RMs and Advisors to drill down to individual client level viewing asset allocation, P&L breakdown, generated AUM and revenue, investment preferences, plus many more.
03
AI Investment Advisory
By typing a simple prompt, BCT’s innovative AI-enabled Agent can support RMs and Advisors to provide insightful investment advice based on AI analytics to uncover new cross-selling and upselling opportunities supporting more resilient portfolio construction for clients. AI Investment Advisory can help bankers make better investment recommendations, deliver more personalised advice, and to operate more efficiently across the advisory lifecycle for the client.
04
AI Trade Document Automated Generation
AI Trade Documentation Automation is designed to analyse counterparties documents and generate all required back office processing documents as well as client confirmation documents. It aims to fully eliminate manual post-trade documentation processes.