Armundia PlacePRO

ARMUNDIA PLACEPRO

Armundia PlacePro is the advanced module designed for the placement and management of tailored financial and insurance products such as portfolio management services (GPM and GPF), life insurance policies and funds. It is crafted to enhance the operational efficiency of bankers while elevating client satisfaction.
The solution enables proactive and dynamic portfolio management, mitigating risks associated with market fluctuations and fostering stronger client relationships through a transparent and personalized approach.

Available as a stand-alone tool, compatible with and integrable into market platforms, including Armundia’s solutions, PlacePro can be seamlessly and securely incorporated into any tech stack. It is fully customizable to align with the organizational environment, decision-making models, and operational workflows of the client.

Fully optimized for mobile devices, It ensures flexibility and efficiency anywhere, anytime.

The ultimate product placement tool.
Simple, fast, anywhere.

A DYNAMIC END-TO-END SOLUTION

INTUITIVE AND
USER-FRIENDLY ACCESS

The user-friendly interface is easily accessible via a dedicated web app, CRM systems, or existing banking platforms. The system ensures secure access through protected login credentials and user recognition.

COMPLETE
CUSTOMER OVERVIEW

An intuitive dashboard provides a detailed overview of clients’ financial situations, enabling precise monitoring of asset allocations, performance, and investment classifications, all in compliance with MiFID regulations.

MODEL
PORTFOLIO

Integrated with CRM and core banking systems, the application’s engine automatically selects the portfolio aligned with the client or prospect’s profile, ensuring tailored financial solutions.

PREFERENCES
QUESTIONNAIRES

It allows users to define or review client preferences and exclusions. The system detects and alerts any discrepancies, ensuring consistency in portfolio construction.

PORTFOLIO
CUSTOMIZATION

Core of Armundia PlacePro. It enables private bankers to manage the entire end-to-end process, from selecting building blocks to verifying predefined limits, and configuring automatic rebalancing options based on custom algorithms established during the module’s implementation phase.

ADVANCED
REPORTING

The platform allows the generation of customized reports, ideal for monitoring and presenting structured proposals. With drag-and-drop functionality, users can easily select, organize, and visualize the most relevant data.

CONFIRMATION
AND PROPOSAL

At the end of the simulation, a proposal is generated and seamlessly integrated into the existing advisory system, ready for analysis and sharing with the client, ensuring a fast and transparent decision-making process.

DYNAMIC
ANALYSIS

Advanced tools for historical analysis and “what-if” scenario simulations enable detailed monitoring of investment performance, portfolio volatility, and their compliance with MiFID regulatory parameters.

INTEGRABILITY WITH
ARMUNDIA A-HUMAN

PlacePro integrates seamlessly with Armundia A-Human, the conversational GenAI copilot, providing additional support to Private Bankers in selecting proposals that best align with current regulations.

ADVANTAGES OF THE SOLUTION

Ideal for Private Banks, Asset Managers and insurance companies, Armundia PlacePro is the result of an innovative vision and a client-centric design.
Optimized for portable devices, this solution stands out for its exceptional real-time simulation performance, making it an indispensable tool for direct interactions between the industry professionals and their clients. It allows full customization to meet client-specific needs while providing a guided process that combines simplicity, structured logic and intuitive navigation.
The outcome is a seamless, high-quality user experience that simplifies processes and enhances professional relationships.