ENTARENA provides Wealth Management 2.0.

High net-worth individuals require personalized services. The advisors within wealth management need to be familiar with the whole picture of the client relationship as well as keeping abreast of new investment opportunities. To facilitate this they need access to a several different sources of information, both internally and externally.

ENTARENA provides the solution where wealth managers can organize client information in customized dashboards such as

With easy drag-and-drop functions, wealth managers can select information from different underlying systems of their bank or external sources and make them available in dashboards. When required they can communicate internally with in-house experts or “externally” with their clients or banking partners around a banking context.

ENTARENA helps with internal knowledge sharing as well as improving client relationship by providing better and faster information. Furthermore, we ensure existing organizational standards of security, confidentiality and information access policies are completely met.