Banche Popolari Unite SIM (BPU) needed to equip its financial advisors with tools that help them to analyze client needs and elaborate investment forecasts. Using this approach, they can calculate the most valid 'Asset allocation' proposal. 'SIMPLE' (Front Office Financial Advisors' application) is based on ObjectWay 'Financial Suite', which resides on BEA WebLogic Server 8.1. This solution enables users to browse the entire product catalog, to access customer data, and to analyze client security portfolios (using MorningStar's X-Ray Analysis). It also allows the team to evaluate and analyze the entire portfolio managed by each advisor.
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