Wealth Management

Wealth Management

Wealth Management
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Transform your Wealth Management business.

 

The wealth management industry is facing a rapid transformation due to fast changes in demographics, technology, environment, social behaviors and regulations.

Today, investors demand increased transparency and availability of wealth management digital channels, so as to have a personal involvement in their investments decision-making process, in order to increase profit and grow opportunities.

 

The award-winning Wealth Management solution, addressed to wealth managers to empower their business, is based on a highly scalable technology, and offers integrated, multi-channel, front-to-back office capabilities. It combines in one platform, market-leading solutions for core banking, portfolio management, channels and analytics.

 

The solution is industrializing the investment process, allowing efficiently managing investments for large numbers of complex portfolios and achieving maximal investment performance. Combining back office efficiency with front office differentiation, it offers sophisticated portfolio management functionality to mass affluent and ultra-high-net-worth clients, allied with CRM, mobile and internet banking capabilities and comprehensive back office support.

 

WHAT’S INCLUDED

 

  • Analytics & reporting
  • Channels:  Multiple channels, on any device and in any language - under a single user experience platform
  • Core banking: Fully integrated capabilities, deployable on-premises or in the Cloud
  • Enterprise data management solution that improves the quality of market and reference data on an automated basis, across business units of financial institutions
  • Financial crime mitigation: Solutions for banks to combat financial crime
  • Front office: Integrated, role-specific, multi-channel capabilities for relationship management staff
  • Islamic: Shari'ah compliant solutions
  • Payments: A flexible payment offering that not only gives wealth managers full, real-time control, but also a harmonized customer service experience
  • Risk & compliance management
this solution is offered by:
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