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
