- 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
