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KENANGA INVESTMENT BANK BERHAD
Our range of products and services include corporate finance, corporate and investment banking, equity broking, equity and debt capital markets, equity derivatives, and structured products, private equity, treasury and the provision of investment research and advisory services.
KenWRAP is a customer relationship management ("CRM"), wealth and portfolio management dashboard system. It is designed to understand client profiles and their financial statuses, assess their risk tolerance level and perform financial planning for the client. The dashboard also shows portfolio information for easy monitoring and to perform portfolio re-balancing.
It extends the opportunity to our consultants to increase their efficiency while improving client servicing initiatives.
Kenanga's wealth solutions offer an intuitive suite of tools that provides a 360 degree view of a client's investment portfolio that covers all aspects of financial planning, data collection, portfolio management, risk management as well as reporting and online client engagement.
This multi-purpose wealth management tool eases the financial planning process from business workflow to client communication. The platform is continuously enhanced to cater to financial changes, including regulatory and business requirements.
KenWRAP's suite of modules is designed to cater for a wide range of tasks required by advisers, marketing, operations and compliance divisions.