Banca Patrimoni Sella & C. launches advanced wealth management platform
Banca Patrimoni Sella & C., a Sella Group institution specializing in private and institutional wealth management, has introduced BPS Advice, a cutting-edge wealth management platform developed in collaboration with Prometeia, a leader in consulting, technology solutions, and research.
Banca Patrimoni Sella & C., a Sella Group institution specializing in private and institutional wealth management, has introduced BPS Advice, a cutting-edge wealth management platform developed in collaboration with Prometeia, a leader in consulting, technology solutions, and research.
Streamlined, all-in-one wealth management
BPS Advice offers private bankers an integrated suite of tools for portfolio management and monitoring, accessible through a single, advanced dashboard. This platform allows for a holistic, customized approach to managing client needs, particularly for Private and High Net Worth Individuals (HNWI), who often require comprehensive analysis across diverse financial drivers.
The platform’s “all-in-one” view consolidates financial, real estate, business, and estate planning data into a streamlined interface, providing a clear breakdown of asset performance. Enhanced Business Intelligence features enable detailed analysis using both qualitative and quantitative metrics, empowering bankers with actionable insights.
Innovative features for enhanced client service
BPS Advice also includes advanced alerting functionalities and is integrated with BPS Insurance, the bank’s dedicated platform for insurance-related calculations. This seamless integration provides bankers with tools to evaluate insurance yields and underlying assets efficiently.
“This launch marks a significant leap forward in our technological development,” said Lorenzo Marchi, Vice Director of Operations & ICT at Banca Patrimoni Sella & C. “Our bankers now have an innovative tool that enhances operational efficiency and strengthens client relationships by offering a consolidated view of their financial situations.”
Luca Clemenzi, Senior Partner and Wealth Management Co-Lead at Prometeia, added, “BPS Advice reflects our commitment to delivering advanced solutions that meet the evolving needs of the Private and HNWI segments. This platform represents a milestone in our collaboration with Banca Patrimoni Sella & C., enhancing their ability to offer distinctive, tailored services.”
With BPS Advice, Banca Patrimoni Sella & C. reinforces its dedication to innovation and client-centric solutions in wealth management.
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