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Wealth Management Infolettre Automne 2017

IMSplus, the award-winning wealth management platform combined with Axia’s powerful and competitive front-end functionality delivers a unique experience to both the firms and their customers. IMSplus and Axia have been enriched and implemented in a number of international organisations ranging from Private Banks to Family Offices across various locations.

This is because the specific integrated solution delivers unique performance and compliance, as it combines a modern omni-channel design with robust and proven wealth management capabilities. The functionality comprehensively covers all aspects of portfolio management, CRM, KYC, profiling, MIFID II advisory tools, onboarding, investment proposals, risk management, financial planning, trading and personalised reporting, with white labeling capabilities for firms of any size. It also accommodates the tools for robo-advisory services to address under-served market domains.

The platforms are continuously being enhanced with new functions to address either market needs or regulatory requirements. The key advantages, as also being reported in vendor evaluation surveys, include flexibility to modern needs and client service. Indicatively, the systems have recently been selected to support the wealth management operations of a family office in Monaco, a large private banking organisation in Qatar and a wealth management firm in France.

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