Best Wealth Management Product
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FinTech Breakthrough is an independent organization that recognizes the top companies, technologies, and products in the global FinTech market.
How Winners Are Chosen
Award nominations are analyzed, evaluated, and scored by an expert panel of judges from a mix of technical, business, academic, and marketing expertise. The evaluation criteria is focused around the concept of innovation, performance, ease of use, functionality, value, and impact.
"Assessing the suitability of investment options is critical. With our solution, clients can compare financial planning options and make more informed investment decisions."...
The Moody's Analytics Wealth Scenario Generator is a modeling engine that provides support for your financial planning and investment decision-making. It provides the modeling framework required to illustrate the likely range of financial outcomes for any investment strategy and cash-flow profile. This allows for the comparison of risk and return of different options.
Portfolio Risk Analytics allows wealth managers, advisers, and retail product providers to create forward-looking risk analyses for multi-asset investment portfolios. Developed to support a range of business applications, Portfolio Risk Analytics is a flexible, cloud-based financial projection solution hosted by Microsoft Azure, and powered by Moody's Analytics award-winning economic scenario modeling.
The Moody's Analytics Investment Governance Service helps product providers and distributors meet compliance requirements for assessing suitability by aligning investment solutions with clearly defined risk targets.