Private Wealth Management Solution
Our Private Wealth Management Solution 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.
AI Trade Documentation Automation Generation
Designed to automatically extract complex data automatically from diverse counterparties’ PDFs for back office processing and client confirmation, Bachelier’s BCT TDA solution has significantly reduced operational complexity and manual intervention.
The BCT AI engine slashes document processing time from 30 minutes to 1 minute targeting 99% accuracy in document parsing. Its multi‑layered AI architecture combines specialized models with built‑in validation loops to systematically detect and eliminate errors while the robust “maker-checker” workflow with exception handling in real-time has largely minimized the compliant and regulatory risk.
AI Investment Advisory
Bachelier's embedded AI technology in core workflow empowers RMs and Wealth Advisors to instantly generate high-conviction, cross-asset investment ideas for their entire book of business. This ensures that every U/HNWI client receives timely, institutional-grade advice to query complex structured product terms via daily use language.
By synthesizing four critical data streams—Client Risk Profiles, Real-Time Market Intelligence, Available Approved Products and Historical Trading Patterns—the AI generates bespoke investment ideas in seconds.
Customizable Single View Dashboard
With a fully customizable daily view, Relationship Managers gain instant visibility into their entire workflow—corporate actions, deposit maturities, structured product knockouts, client opportunity triggers, event alerts, and market holiday calendars—all in one place.
One simple click instantly drills down to the individual client level to view asset allocation, P&L breakdown, AUM and revenue contribution, investment preferences, and more—empowering RMs and Advisors to act faster, engage smarter, and unlock new opportunities with confidence.
Request for Quotes (RFQs)
Our intelligent RFQ engine transforms structured product trading into a high conviction experience. By combining real‑time markets, knockout analytics, and intelligent pricing models, our RFQ engine delivers instant, accurate structured product pricing empowering RMs and advisors to secure the best pricing for clients.