Digiway built M-Advise for Marzotto SIM: a custom HCL Domino application for MiFID-compliant investment advisory, real-time portfolio management, and automated client reporting.
Marzotto SIM – Smarter Investment Advisory, Powered by HCL Domino
Marzotto SIM is a leading Investment House offering a full spectrum of financial services: wealth management, trading, advisory, and financial research. Its executive management team brings decades of experience gained at top-tier Italian and international asset managers and investment banks.
The Challenge
At the heart of Marzotto SIM's business is Advisory — the art of delivering tailored investment recommendations that align with each client's portfolio profile, and monitoring those portfolios with precision over time. To elevate this core activity, in 2016 the firm set out to build a dedicated tool that could meet the demands of a sophisticated, compliance-driven investment environment.
The Solution
The answer was M-Advise: a purpose-built application developed on the HCL Domino™ infrastructure, designed to bring intelligence, speed, and control to the entire advisory workflow.
Each client is profiled through a MiFID questionnaire, which forms the basis for a personalised Asset Allocation strategy. Clients are linked to one or more bank accounts and portfolios, on which buy and sell transactions can be simulated with full flexibility. Securities are profiled using rigorous financial metrics — including Risk and Liquidity — with valuations updated on a daily basis.
M-Advise enables advisors to execute the same transaction across multiple portfolios simultaneously. For each portfolio, real-time compliance rules are applied automatically, giving operators instant visibility into whether a transaction falls within the parameters set for that specific client — eliminating guesswork and reducing regulatory risk.
Marzotto SIM can monitor the composition and performance of all simulated portfolios continuously, generating in-depth reporting that supports both internal decision-making and client communication. At the conclusion of any transaction, the system can automatically notify clients by email with a full operational summary.
The Result
M-Advise transformed Marzotto SIM's advisory capability — replacing manual processes with an integrated, compliant, and highly personalised platform that scales with the firm's ambitions.