Building optimal plans for every client
Banca Generali’s value proposition is Più consulenza per decidere, più scelta per investire, which expresses the idea: More advice for making decisions, more choices for making investments. We support clients so they can decide how to allocate and manage their own assets and provide them with products and services to use in reaching their financial goals.
Our growth has resulted from acquisitions, and today Banca Generali is Italy’s fourth largest company in assets under management. Through Banca Generali and our associated insurance/financial advisors, Simgenia Sim, we presently have the most financial advisors in Italy.
Using Morningstar innovation
We use Morningstar® Advisor Workstation , a customized | | platform based on the funds distributed by Banca Generali. It supports our financial advisors when they conduct their daily activities and manage their client relationships.
The Morningstar Rating™ tool contributes to the quality of advisory services delivered to the client. The investments receiving a 4- or 5-star Morningstar Rating are considered “the best funds of the market.” Banca Generali can offer these funds to its clients as independent investments or as investments within a specific asset allocation strategy.
We also use Morningstar’s investment fact sheets on our company’s intranet. These are updated daily and provide information on our products in a consistent design across investment types. | |  | | | Providing global expertise on a local level
Since we began our first project with Morningstar, they demonstrated flexibility and responsiveness when meeting our requests. Morningstar was able to combine expertise in the global markets with knowledge of our domestic market in order to find the solutions that would best suit Banca Generali. | | |
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