Protobase A*Banker

A*Banker is an automated system of financial planning.

On April 29, 2015 the Protobase Labaratories company provided the product A*Banker.

The A*Banker system is developed in cooperation with Institute of Financial Planning, the first and the only organization in Russia which professionally is engaged in training of specialists in the field of personal financial consultation.

The A*Banker software product on the Protobase platform will help financial institutions to offer clients of service in personal financial planning and to organize qualitatively new approach to service. For independent financial advisers the A*Banker system is suitable as the applied tool for daily work with clients.

The functionality of a system includes an unlimited number of products, portfolios and risk profiles. On the basis of the configured questionnaire a system defines risk profile of the client, creates the list of the personal financial purposes and automatically selects a product portfolio under each purpose with a possibility of adjustment at the request of the client in the course of formation of the offer. One of advantages of a system is simple and clear visualization of the financial plan.

"In Russia significant growth in interest of citizens in services of financial consultation is observed in recent years. If to compare results of researches which we conducted in 2004 and in 2015 on average the demand of these services grew by 2-3 times on the main financial products. For example, every second inhabitant of the capital region is ready to use consultations on accumulation deposits today, - Evgenia Bliskavka, the director of Institute of Financial Planning told. - IFP is engaged more than 10 years in implementation of methodology of personal financial planning and consultation in practice of customer service in the industry of retail financial service, and we applied all accumulated experience to development of the regulatory base which formed the basis of an automated system of financial planning of A*Banker".

Boris Kaliniç, the CEO of Protobase Labaratories LLC, said: "On the example of world market leaders we see that the quality of financial consultation substantially depends on the used IT solutions. The Russian banks should develop, as a rule, similar solutions independently or to use the known western systems which not always consider requirements and specifics of the Russian market. We created the A*Banker system which completely conforms to requirements of the Russian legislation and considers features of the young, but already created market of PFP in our country".