H1Asset Management System

H2Overview

Co. sought to modernize its platform to improve advisor efficiency and client satisfaction. The existing fragmented systems and inefficient workflows led to increased operational costs and advisor dissatisfaction. The goal was to implement Order Management System (OMS) to streamline processes and enhance user experience.

H2Problem

Fragmented
Systems

Advisors had to navigate multiple platforms for trading, portfolio management, and compliance, leading to inefficiencies.

Onboarding
Inefficiencies

The existing system made it difficult to onboard new advisors and integrate client portfolios seamlessly.

Overwhelming
Interface

The lack of a unified interface resulted in a steep learning curve, reduced productivity, and increased manual effort.

H2Solution & Execution

Unified Platform Integration

Co. OMS provided a single, cohesive platform that combined trading, portfolio management, and compliance functions.

Streamlined Onboarding

Improved system configurability allowed for rapid onboarding of new advisors and their client portfolios.

AI-Powered Trading

Integrated AI-driven trading algorithms for real-time market analysis and decision-making.

Enabled automated trade execution and risk management, reducing manual intervention.

Improved predictive analytics for better trade optimization.

Enhanced User Interface

Introduced a modern, intuitive, web-based UI with personalized dashboards.

Integrated real-time alerts and automated workflows to reduce manual intervention.

H2Results & Impact

Improved Advisor Efficiency

Reduced manual processes, allowing advisors to focus on client engagement and strategic decision-making.

Increased Client Satisfaction

Enhanced platform capabilities led to better communication, reporting, and 100% client retention.

Operational Cost Reduction

System consolidation and workflow automation resulted in a notable decrease in operational expenses.

Business Growth

The improved user experience and streamlined processes attracted new clients, increasing revenue by 13%.

AI-Driven Trading Optimization

Enhanced trade execution speed and accuracy, improving investment performance.

AI-based risk assessment and predictive analytics helped advisors make data-driven decisions.

H2Business Growth and Client Retention

100% Client Retention

13% Increase in Revenue 87%

4x

Faster Load Time

H2Conclusion

P1Co's OMS transformation significantly improved user experience by simplifying workflows, enhancing system usability, and integrating AI-driven trading for real-time decision-making. The solution empowered advisors with an intuitive, data-driven platform, leading to higher productivity, better client relationships, and long-term business growth.