Wealth Management & Advisory

As investors are becoming savvier, their demand for more digital, self-service tools and personalised service are on rise. This makes it imperative for Wealth Management & Advisory companies to transform and enhance capabilities of the relationship managers and wealth advisors. At NSE Cogencis we understand your priorities and build the right solutions to empower your advisors as well as augment your digital efforts.

Be Aware

Cogencis WorkStation provides data, news and analytics that helps your advisor to gain insight on key issues that are impacting your client’s portfolio. Our multi asset class coverage enables your advisors to analyse any financial products; be it direct equities, fixed income securities, funds or commodities. We provide intelligence that you need to service your customers better and offer innovative solutions.

Work Smart

Create integrated workspaces combining data, news and analytical tools to monitor events impacting your customer portfolios. You can use equity screener, fund analysis tool to generate profitable ideas. Our sophisticated analytical tools would let you analyse data and trends; create elegant charts and embed them in your customer presentations to offer powerful insight.

Create Digital Assets

NSE Cogencis is a power house of data. Wealth Management companies can use our data API to integrate streaming or snapshot data, news and insights and analytical tools to create innovative solutions for customers or develop bespoke enterprise solutions for internal users.

Explore Cogencis WorkStation

Explore Cogencis Enterprise Solution