As part of this cooperation, Intercontinental Wealth Advisors will utilize VIZIBILITY technology platform to price, trade, and manage the portfolio of their clients.
Aurelien Vicart, CEO of VIZIBILITY, stated: “We’re excited to bring our SP solutions to so many organizations and advisors who share our vision, such as Intercontinental Wealth Advisors. This cooperation will provide clients unique exposure to structured investment products, and we look forward to providing our new partner with our solutions and expertise.”
Alfredo La Rosa, CIO of Intercontinental Wealth Advisors, said: “Thanks to the cooperation with VIZIBILITY we have the possibility to offer our clients a comprehensive and attractive range of structured products in the future. VIZIBILITY is the ideal service and technology partner for this, as the competencies of both companies complement each other perfectly.”
Jerry Orosco, Vice President and Portfolio Manager at Intercontinental Wealth Advisors, said: “VIZIBILITY advanced technology features provide us comparison functionality, streamlined processes, top-quality insights, compliance systems, and a wide range of functions, all in one place. It’s the perfect tool to elevate our structured product business”.
VIZIBILITY is committed to transform the digital experience, enabling them to better serve their clients.
ABOUT INTERCONTINENTAL WEALTH ADVISORS
As global wealth advisors since 1981, at Intercontinental we customize strategies to help you reach your financial goals. If we’re not listening, we’re not succeeding – we founded this firm on client relationships we’ve cultivated by listening and understanding. It’s our business to understand your goals, risk tolerance, and vision for the future, and use that knowledge to craft customized solutions to meet your investment challenges and financial objectives.
Our success is based on our independence, global perspective, and innovative thinking.
Learn more at http://www.intercontinentalwealthadvisors.com
VIZIBILITY was designed by experts for experts to bring all phases of the Structured Product trade cycle under one umbrella.
VIZIBILITY is for anyone who wants to improve the management of their daily workflow and have more time for value-added activity. We provide a centralized workflow across all roles, including portfolio managers, advisors, private banks, custodians & private investors.
Our multi-issuer platform covers 99% of SP market needs and provide effective price comparisons, streamline operations, scalability, transparency, and powerful reporting.
We are part of Capital Vision Group, an independent financial engineering company based in Geneva, Switzerland.