Contineo launches a Lifecycle Management module as a client engagement tool for Wealth Managers
15 May 2019 (Hong Kong): Contineo, the network serving the wealth management industry, today launched a new tool that offers private bankers unprecedented insight into their clients’s structured products portfolios.
Contineo’s Lifecycle Management product brings centralized management tools to wealth managers for the first time, allowing them to monitor product events, underlying performance and creating additional touch point opportunities with clients, as well as superior one-click reporting. The product is already live at one of Contineo’s member firm.
CEO Antoine de Charnacé said that the Proof of Concept developed by the company earlier has now been fully enhanced in partnership with private banks on the network into a comprehensive Lifecycle module, delivering exactly the capabilities that have been missing on the secondary market for structured products.
“Our unique position at the intersection of issuers and wealth managers allows us to help identify business opportunities by tracking the performance of products and underlyings; better monitor product events from barriers watch and coupons payments to corporate actions; and overall gauge secondary market opportunities for investors he said. “Taken together, these capabilities allow wealth managers to enrich their client interactions with better, more timely information, and manage their portfolios much more quickly and easily. This is also a great opportunity for issuers to demonstrate their level of post trade services” he added.
Product features managed within the Contineo’s Lifecycle Management module include:
- Portfolio overview
- Indicative bid prices
- Issuer notifications
- Underlying performance and barriers watch
- Corporate actions
- Client reporting and documentation
Lifecycle Management is available as part of the Contineo suite of products either as a standalone module or alongside Contineo’s Click and Trade module and Analytics module, the market data solution to access structured products market insights.
For interviews with Antoine de Charnacé:
Kristin Westlake, The Continuum Partners kwestlake@thecontinuumpartners.com
+61 416 219 358
ABOUT CONTINEO
Contineo is the first industry supported, open messaging network for pricing discovery and order management to private banks, wealth managers and issuers of structured products.
Contineo also offers a network for centralized and standardized lifecycle events, and smart analytics for participants to access real-time market intelligence and identify new business opportunities.
Contineo believes that automation increases productivity and efficiency for structured products helping buy-side clients to thrive in a competitive market environment.
Contineo is a cost efficient and easy-to-access solution for all market participants. For more information or to request a demo, please reach out to info@contineo.com.hk.