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.