Modelity - structured products and financial advisory technologies
Modelity can help you to:
- Maximise sales of financial products by producing clear sales materials.
- Assist easy compliance with increasing regulations binding structured products providers and financial advisors.
- Educate clients about financial products and the investment process.
- Manage your products / portfolios quickly, efficiently and without costly errors.
Modelity Structures
A complete sales and support tool for your structured products business
- Automate product marketing output in flash, .pdf or html
- Wide range of graphics to visualize logics and payouts
- Automate product performance reporting
- Interactive product simulators and education
- Product design, testing and management modules
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Modelity Advisor
A modeling platform suite for the financial advisor
- Client profiling and needs analysis
- Portfolio optimization & risk management
- Performance attribution
- Long term financial planning
- Wide range of control and management tools
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Major Clients
Our clients are ranged across the full spectrum of global financial services.
Leading clients include:
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Leading Partners
Modelity seeks to partner with innovative technology / consultancy companies.
Our established partnerships include:
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News
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September 1, 2010
Modelity Launches New Website
As Modelity's client base and product range continue to expand, Modelity's website has been redesigned and relaunched to match increasing interest in our capabilities.
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May 17, 2010
Modelity/Structures Interactive Flash Sales and Training Tool assists marketing investment strategies to UK IFAs
Modelity Technologies, the market leader in client-facing technologies for structured products, announced today the commencement of its support services for the marketing of investment strategies within the UK Independent Financial Advisor market segment.
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October 9, 2009
Modelity Technologies Ltd. launches Modelity/Structures in Hong Kong and Asia
Following recent successes in Europe, this month Modelity Technologies Ltd. brought its comprehensive structured product development, sales and management solution for structured products (Modelity/Structures ) to Hong Kong and Asia.