Since 2023, all Private Bankers in Cherry Bank have started using Investment Manager.
After thorough research, Infront has proven to be the most valid alternative to meet the needs of consultants. The Wealth Management sector of Cherry Bank is committed to providing individuals, families, and entrepreneurs with a highly personalized service, based on listening to needs and studying the current and prospective financial situation. Having an accurate and precise information system is the basic ingredient for efficient portfolio management and robust wealth planning.
Cost
Comparing what's available in the market, the cost-benefit ratio is distinctly higher than the alternatives out there.
Language
Investment Manager can also be used in Italian. The language update was introduced at the beginning of 2023 due to the increasing demand in the Italian market. Having to use a language other than English and then translating it live to our clients posed a challenge. However, the comfort of our users has always been our priority, and as soon as we received the request, we made the language available within a few days.
Web Solution
Cherry Bank chose Investment Manager because it's a web solution, not a terminal to download on your computer. This is a significant advantage for Private Bankers, as it's immediate. In the hectic days of consultants, being able to search for a security, check the portfolio, or make a comparison with just a click makes a big difference.
Innovative Design
Working every day on a modern platform, instead of using systems that take you back to the '70s, is undoubtedly an added value. Try it to believe it!