Armundia 3SIXTY / ADVISORY

Armundia 3SIXTY / ADVISORY is an omnichannel and multi-device digital platform designed to offer a comprehensive and modern financial and insurance advisory service with a multi-asset model. Designed as a modular and customizable front-end, Armundia 3SIXTY / ADVISORY features an advanced needs analysis system, sophisticated Machine Learning functions, and Generative Artificial Intelligence tools. These characteristics support an innovative cross-advisory approach, compliant with industry regulations (MiFID, IDD, and GDPR) including emerging ones.

Thanks to its data-driven, customer-centric approach, the platform enables the delivery of comprehensive financial and wealth advisory services tailored to the client's needs and profile, covering their entire wealth.

The system is built on an advanced Asset Management model for managing individual and institutional portfolios, with features for model portfolio management, portfolio optimization, rebalancing tools, operational management, and investment limits management. Additionally, it can be integrated with Armundia A-Human, an expert co-pilot trained on specialized topics.