Advisor Module is a solution for Mala'a subscribers, which provides access to existing portfolios in Mala'a in a user-friendly environment for easy, automated and efficient portfolio management.
Advisor Provides Opportunity to:
How is it different from other Products?
Business strategies are built-in and ready for decision-making
Analytics installed provides valuable insights
Automatically identifies portfolios in Mala’a database
Automates data access & evaluation, saving time & costs during the decision-making
Custom input enabled
A user-friendly environment with CSV outputs
Champion-challenger strategies can be implemented
All Advisor output reports are customisable to specific requirements
What does it take to Get on Board?
Immediate start with SAAS model, no IT involvement from the customer’s side
Does not alter existing processes or systems
No efforts from the client’s side, all customizations will be done by Mala’a
How Does it Work?
Mala’a’s risk management experts will guide strategy usage and will adopt the strategies for any specific needs. When details are agreed, the client is provided with their own virtual online Advisor room containing own strategies.
Once a strategy is selected, the Advisor will prepare the report and store it in Query history. A click on a row in the list brings the user to the page where the response in Excel and XML can be downloaded. The final list of fields may differ from the picture below.