Alternative investments, such as hedge funds, derivatives, and sophisticated funds/securities, are normally out of reach for the everyday investor.
Goals and Objectives
This use case will allow firms to “disintermediate” and provide small institutional and retail investors with direct access to institutional investment strategies and to sophisticated funds and securities. This will improve profitability, as alternative investments normally carry higher margins than mainstream investment products.
Access to data and analytics to respond to changing needs, Mobile and online platforms, Sophisticated modeling and dashboard to trade and track investments
Use Case Summary
Customers are provided with a much broader array of investment options and strategies, bypassing the barriers related to cost and minimums that are imposed by institutional fund managers.