Key Features
Advanced & modern Investment Management Software
- A configurable dashboard for each user role
- Client management (client onboarding, CRM, document management, compliance management)
- Order & transaction processing
- Position keeping, evaluation, cost calculations
- Asset allocation, profitability, performance and risk analyses
- Internally & externally managed assets
- Consolidated client and management reporting
- Fees management
- Automated integration with custodian banks and market data feeds
- Multi-tenant capabilities
- Financial Planning
- Multi-lingual, multi-entity, multi-currency capabilities
- Common user experience across all channels and personalisation
- Advanced security
- Compliance with international and local regulatory requirements
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Cloud-based platform for agile operations
- Robo-Advice capability offering full automation
- Powerful Digital Client Portal
- Automated Client Onboarding
Benefits
- First class, enterprise-wide solution meeting diverse needs
- Unparalleled client service experience
- All the functionality needed on a single, fully integrated platform
- Saves time on limited and valuable resources by streamlining processes
- Automated integration with custodian and market providers
- Unique flexibility (from the configuration to deployment, to pricing options)
- Proactiveness to market needs by delivering new products fast
- Always available from anywhere at any time
- Complete automation throughout
Relevant Articles
- Discussing top trends in 2022 for the Wealth Management sector
- Exploring AI in Wealth Management
- Blog: Customer Experience