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Computerized Consultation Support System

Helps us create an investment portfolio that is dedicated to you

The Benleumi operates a computerized decision support system that accompanies the entire consultation process performed by the investment consultant in a structured manner.

This system is unique to Benleumi and it enables the investment consultant to create an investment portfolio that is tailor-made to fit the customer's needs and attributes.

The system accompanies the consulting process from the initial stage in which the consultant will evaluate your needs and preferences, through the provision of strategic advice in which the composition of the investment portfolio shall be assessed, providing asset allocation that meets your needs and risk preferences, and going on to the specific products that comply with your preferences.

Consulting Process
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