Comarch Wealth Management and Robo-Advisory

Comarch is a software company whose page lists Comarch SA at al. Jana Pawla II 39a in Krakow, Poland. Its finance division sells banking and capital markets software, including Comarch Wealth Management for banks, private banks and wealth managers.

The robo-advisory module is a white-label, multi-channel journey with automated KYC, configurable risk questionnaires, goal-based model portfolios, order authorisation with contract signing, deviation monitoring and automatic or on-request rebalancing. An admin panel lets the institution create, analyse and distribute model portfolios, and head office receives analytics. Comarch and Alliance Bank Malaysia won three awards in 2026-07.

• Automated onboarding: KYC for new customers and risk profiling by configurable questionnaires.
• Goal-based portfolios: themed portfolios with one-off or periodic top-ups.
• Model portfolios: the bank's own models offered with simulations and product details.
• Monitoring: portfolio deviation tracking, automatic or requested rebalancing and performance alerts.
• Order authorisation: contract signing inside the journey.
• Admin panel: create, analyse and distribute model portfolios with analytics for head office.

A Vietnamese bank launching goal-based investing in its mobile app for mass-affluent customers. A securities company offering model portfolios with automated rebalancing. A private bank adding a hybrid remote advice channel.

Lets institutions sell investments without human advisors, which the page presents as a route to higher sales. Reaches customers that do not meet advisory asset thresholds. White-label journey keeps the bank's own branding. Configurable questionnaires, simulations and goal types.

Banks in Southeast Asia are targeting the mass-affluent segment with digital investing, and a 2026 award for Comarch and Alliance Bank Malaysia shows regional uptake. Vietnamese banks and securities firms with growing mass-affluent clients can use white-label robo-advisory to serve customers below private banking thresholds.

Comarch finance news in 2026 includes inclusion in the Forrester Digital Wealth Management Platforms Landscape Q2 2026 (2026-06) and awards with Alliance Bank Malaysia (2026-07). Best Client Communication Solution at the WealthBriefing MENA Awards (2025-12). Founding year is not stated on the pages fetched.