In a significant development for the financial advisory industry, NGEN Markets has unveiled its latest innovation, NGEN Markets Pro. Officially launched on December 2, 2024, this new product promises to revolutionize the way advisors utilize advanced analytics in their practice.
The launch of NGEN Markets Pro is particularly targeted at financial advisors in India, a market that boasts over 1.5 lakh professionals. With the introduction of this tool, NGEN Markets aims to elevate the standard of financial analysis available to advisors, aligning it with global benchmarks. The company asserts that this product will bring a paradigm shift from traditional analytics to more sophisticated and in-depth methods.
NGEN Markets Pro offers a range of features designed to enhance the advisory process. One of the most notable is the inclusion of standard and tested portfolio templates. These templates are created algorithmically, ensuring they cater to various risk appetites and asset classes. Each template is mathematically validated, offering advisors and wealth managers a reliable foundation for client investments.
The platform also introduces an advanced risk profiling system, accessible via WhatsApp. This feature allows advisors to efficiently assess their clients' risk appetite, providing a risk score through a streamlined, two-way communication process. This innovation is expected to simplify and enhance the advisor-client relationship, offering clearer insights into investment preferences.
Financial planning is another area where NGEN Markets Pro stands out. The platform supports goal-based financial planning, utilizing advanced projection algorithms such as Monte Carlo simulations, Geometric Brownian Motion, and Binomial Tree models. These tools provide a more comprehensive view of potential investment outcomes, considering both favorable and unfavorable scenarios. Advisors can leverage this feature to create and send detailed proposals, complete with PDF reports, enhancing the overall client experience.
NGEN Markets emphasizes its commitment to continuous innovation and improving customer experiences. The company has consistently supported the advisor community, and the launch of NGEN Markets Pro is a testament to this ongoing dedication.
As the financial advisory market in India continues to grow, tools like NGEN Markets Pro are set to play a crucial role in shaping its future. With its array of advanced features, this new product promises to make financial advising more efficient, accurate, and ultimately more beneficial for advisors and their clients alike.
For more information on NGEN Markets Pro and its features, advisors can visit the company's website and explore the detailed video outlining the new tools and capabilities.
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