Bullfinch Features / Benefits

Key Features

• Robust, Flexible, Scalable Framework
  
• Real time Order Processing & Risk management
  
• 360 degree customer view with smooth navigation 
  
• Relationship based statements and Client Reporting 
  
• Control reports and MIS across / within asset classes
  
• Multi-entity, Multi-branch and Multi currency capability

Business Benefits

• Increase client retention       
•   proactive, personalized communication based on alerts


• Includes comprehensive view/reports      
•     To track drifts and portfolio performance

• Gain additional assets under management 
• Identify under performing held-away assets for    conversion to more appropriate firm products          
• Increase firm’s book of business - 360-degree client views


• Reduce risk by building compliance into the wealth management workflow
• Improve advice consistency by setting management ranges, firm-endorsed products based on wealth tiers

Activities in Wealth Management

Activities in Wealth Management

• Portfolios Restructuring & Engineering 
  
• Products Selection & Monitoring 
  
• Tactical & Strategic Asset Allocation 
  
• Account/Asset Consolidation 
  

Philanthropy:

To give money is an easy matter in any man's power. But to decide to whom it give it, and how large and when, and for what purposes and how, is neither in every man's power nor an easy matter. Hence, it is that such excellence is rare, praiseworthy, and noble. 

Aristotle (384 - 322 BC) 

Bullfinch Suite - Overview

If you are interested to know what is the offering by KGfSL for Wealth Management, I hope this post will answer your question.

Bullfinch (PMS) is a versatile system with investor servicing modules and web-interface for managing your client’s investment needs.

Cater to your client’s specific requirements with the help of our solution for

• Discretionary Portfolios
  
• Non Discretionary Portfolios
• Advisory Services

Covers comprehensive set of asset classes:

• Equities, Derivatives, Mutual Funds, Debt (Bonds)
  
• 3rd party PMS, Structured Products, Commodities 

Service your customers with:

• Relationship Manager’s Dashboard to allow your RMs to get a 360◦ view of their clients and track their portfolios and performance
  
• Customer’s Portal to allow your customers to view their specific reports

        Functional Block Diagram 

• An End-to-end Portfolio Management & Accounting Suite
  
• Enable Client, Entity accounting across various asset classes 
  
• Wide Investment options within a single unified platform
  

Wealth Management Solution from KGfSL

Wealth Management

• Experience the flexible, reliable and robust architecture


• Instant, fast and accurate in evolving market conditions


• Monitor your asset performance constantly
  


• Unified view and analysis across asset classes
  


• Sound decision-making advise based on information and analytics
  


• Improve productivity through easy-to-access information, and efficient collaboration tools
  

Understanding Private Wealth Management

A process based approach for accumulating, protecting and growing our private clients' wealth. Some of the ingredients of this process are.

• Investment Policy Design & Asset Allocation:

The most critical decision behind investment success is arrived at on the basis of a scientific process developed in-house.

• Investment Manager Selection :

The second most critical decision behind investment success is arrived at on the basis of a comprehensive and transparent manager selection process designed in-house. As an Independent Wealth Management Firm we our able to source the best investment managers for our private clients.

• Investment Performance Monitoring:

A robust reporting system which helps us to track the performance based upon the state of the art and accurate performance measurement techniques.

• Risk Management:

Based upon proprietary quantitative models developed in-house we are able to optimize the return per unit of risk taken by our private clients.