Would you like to offer loan facilities against your wealth clients’ investment portfolio of fixed deposits, bonds, equities, mutual funds, insurance, properties and other exotic assets such as paintings? Such Portfolio Financing or Lombard Loan, enable your clients to obtain financing against their existing portfolio to:
To support Portfolio Financing business, the bank will need an advanced & proven solution to achieve :
Other features & benefits include :
Optimai Portfolio Financing System is built upon our award-winning Optimai PRIME - Digital FinTech Platform for Capital Markets, Wealth and Banking. Our team has more than 18 years of experience in providing quality solutions for banks, exchanges, fund management companies, stocks & derivative brokerages.