Select region

Asseco has developed automatic advisory tool for stock market investors

Asseco has developed a solution that, thanks to its intuitive operation and high automation, offers a new sales channel for consulting services. PROMAK Mate is a system designed to comprehensively support individual clients of brokerage offices, especially those who have not previously used the services of professional advisors. Now they will be able to do it completely online. The use of the latest technologies will automatically handle all stages of this process - from creating an individual investment profile to controlling the achieved results. This is the first tool of this type on the Polish market.

Having in mind the needs of individual investors, Asseco has decided to create an accessible and intuitive solution that will comprehensively support this growing group of clients of brokerage houses. Many years of experience in the development of solutions for the capital market has allowed us to develop a new, fully digital, sales channel for consulting services. PROMAK Mate will be able to offer investment models individually tailored to investors’ needs, support them in creating a real portfolio, and then constantly update it and control the results achieved.

PROMAK Mate represents a new trend in the way consulting services are offered. Its versatility is expressed in the flexibility of building investment portfolios, adjusted to an individual investor's profile and consisting of any type of assets. The possibility of quick implementation in a brokerage office means unprecedented investment comfort for a large group of clients who have operated in this market so far without additional support, said Marcin Zaniewicz, Business Expert and Consultant, Asseco Poland.

The process of investment advice begins with collecting information necessary to create an individual client profile (planned investment period, risk propensity, investment objective). Next, tailored model portfolios are proposed, together with investment efficiency simulations for different scenarios. The next step is to verify the contents of the portfolio, and then maintain it in accordance with the chosen model by systematically submitting recommendations to buy or sell specific financial instruments. 

PROMAK Mate is a fully scalable solution of the RWD (Responsive Web Design) class providing comfort of work regardless of the type of tool used (computer, tablet, smartphone). The solution can be easily integrated with existing tools in the area of digitization of investment services, banking systems or AI and machine learning solutions. In combination with the ePROMAK NEXT system developed by Asseco, it provides a unique service in which an investor has access to both automated consulting and investment account management.

 

***

Asseco is a provider of the PROMAK family of solutions dedicated to the financial sector, which effectively support the work of brokerage houses, banks, depositors and investors, both individual and institutional. The company cooperates with nearly half of the Polish brokerage houses and offices present on the Warsaw Stock Exchange (WSE), whose approx. 50% of turnover is accounted for by products from the PROMAK family. In addition, Asseco's solutions support about 650 thousand domestic investment accounts.

PROMAK Mate website 


Print