The new technology will allow the firm's advisors to use a goals-based investment approach for the clients.
(1888PressRelease) February 24, 2022 - Katahide, a professional asset management firm with investment management skills across all major areas of the global capital markets, which is constantly improving its existing platforms and value-creation expertise via innovation, today announced the upcoming launch of Objective Network, a planning and offering solution from the company which will be available soon, allowing advisors to combine goals-based planning and investing strategies in a cohesive and dynamic system.
Objective Network will be accessible as a Katahide.com add-on and as a separate firm's base product in the near future. After a first productive partnership with the newly acquired financial planning software provider, this new revolutionary tool has opened new possibilities in the financial planning services sector, powered by Katahide's research.
Objective Network makes it simple for advisors and clients to prioritize objectives and goals in their portfolios, allowing advisors to demonstrate their value as financial advisors who help customers retire, save for their children's education, take family trips, and enjoy their lives. Furthermore, because the new convenient and expandable planning approach does not require the time that traditional financial planning methods demand, more advisers may now spread their investment planning strategies to more investors.
“Objective Network encourages advisors and customers to work together to identify the most important goals and combine them with tailored investment strategies. As a consequence, investors and their advisers may work together to set realistic expectations and buy into their strategies”, said Leif Wagner, Chairman of the Supervisory Board.
Objective Network helps to determine an investor's exact aims, which may be a difficult task. In fact, according to a recent behavioral science study by Katahide, after evaluating and prioritizing financial objectives from an initial list, multiple investors modified at least one of their previously stated top goals. Considering this, Katahide’s solution employs an initial list approach and is intended to provide clients with the knowledge and confidence they need to create investment strategies that will help them achieve their objectives.
About Katahide
Katahide offers institutional and individual clients a wide range of financial services and products. Our industry knowledge and business approach enable us to provide high-quality investment management and build long-term partnerships. We handle complete portfolio management by providing a variety of personalized solutions, such as volatile market portfolio management, dynamic hedging techniques, and other risk, profit, and benchmark-based alternatives. In addition, we create a variety of active, quantitative and index equity strategies, as well as fixed income investments along with other solutions that support investment returns. Private individuals, public and private sector funds, financial institutions, and major institutional investors are among our clientele.
The new technology will allow the firm's advisors to use a goals-based investment approach for the clients. 
Satisfied Users & 
Approved Press Releases
Print
Email
Report Spam