Bullfinch Wealth Management Solution
Bullfinch wealth management solution is a comprehensive, integrated yet modular business solution that effectively addresses the strategic and day-to-day requirements by wealth managers. It is highly parameterizable providing that much-needed flexibility to innovate and adapt to a dynamic environment.
Designed in a layered MVP architecture with STP capabilities ensure multi-channel, multi-country and multi-currency implementations. The functionality-rich modules in the solution provide wealth managers / investment banks with a varied palette of features to continuously innovate on their product and service offerings. With Bullfinch wealth management solution, one can meet the challenges of managing change, competition, compliance and customer demands effectively.
Bullfinch Investment Management Solution
A successful investment performance is highly dependant on how effectively assets are maintained or controlled. The Bullfinch Invest Suite, from KGfSL, is an integrated solution for managing the complete proprietary investment management life cycle.
This solution was designed to cover multi-asset classes that could be the medium of investment and managing of one’s own investment. Its layered architecture that allows the user to introduce new modules and channels and ease of operations makes it every investor’s natural choice.
The Bullfinch Invest Suite is the next step in proprietary investment management solutions and one that brings about a new level of effectiveness and faultless managing of investments.
Bullfinch's revolutionary multi-tiered architecture accounts for your most complex proprietary investment accounting and dynamic business needs, helping you gain a competitive edge.
Bullfinch Advisor Insight Solution
A comprehensive financial planning solution from KGFSL. Bullfinch Advisor Insight empowers your firm to deliver products and services through a fully assisted channel that capitalizes on the organizations wealth advisors capability. Leveraging Web 2.0 principles and recent technological advances, the solution brings the best in class of features to service your customers.
Designed by Indian Financial Professionals; Tuned for the Indian Market with Local Support
Advisor Insight development team and core group of financial experts are Indian, with detailed knowledge of the local financial markets, regulations and trends.
Flexibility: Advisor Insight is suitable for both advanced and entry-level advisors, and suitable for a wide range of financial practices and processes.
Bullfinch CRM Solution
Changes in client expectations, advancements in technology and an evolution of the financial services industry are driving shifts in the relationship between clients and wealth managers. To help drive profitable growth and gain competitive advantage, wealth management firms are seeking differentiation through multi-channel, tailored client experiences.
Wealth managers can obtain competitive advantage through a 360-degree view of client data and interactions. Such insights provide a deeper understanding of the clients needs and when combined with an ability to optimize how clients interact with financial management firms, can enable advisors to manage relationships more effectively.
Bullfinch CRM for Wealth Management - provides the essential capabilities to help wealth managers improve the overall client experience to better attract and retain customers for profitable growth.
To begin with, KGfSL has offered its Bullfinch CRM software as a service on its cloud. However KGfSL has plans to roll-out other modules of its wealth management suite spanning equities, futures & options, mutual funds, fixed income and more in the coming months.
Visit: https://www.bullfinchwealth.com/
About KGFSL
KGfSL is a leading global provider of state of art software solutions for the BFSI space. With a leadership position in emerging markets, KGfSL leverages its advanced solutions capabilities and domain expertise across its global and pan-India network to deliver managed solutions to multi-national enterprises, service providers and Indian consumers. Visit: http://www.kgfsl.com/
Bullfinch wealth management solution is a comprehensive, integrated yet modular business solution that effectively addresses the strategic and day-to-day requirements by wealth managers. It is highly parameterizable providing that much-needed flexibility to innovate and adapt to a dynamic environment.
Designed in a layered MVP architecture with STP capabilities ensure multi-channel, multi-country and multi-currency implementations. The functionality-rich modules in the solution provide wealth managers / investment banks with a varied palette of features to continuously innovate on their product and service offerings. With Bullfinch wealth management solution, one can meet the challenges of managing change, competition, compliance and customer demands effectively.
Bullfinch Investment Management Solution
A successful investment performance is highly dependant on how effectively assets are maintained or controlled. The Bullfinch Invest Suite, from KGfSL, is an integrated solution for managing the complete proprietary investment management life cycle.
This solution was designed to cover multi-asset classes that could be the medium of investment and managing of one’s own investment. Its layered architecture that allows the user to introduce new modules and channels and ease of operations makes it every investor’s natural choice.
The Bullfinch Invest Suite is the next step in proprietary investment management solutions and one that brings about a new level of effectiveness and faultless managing of investments.
Bullfinch's revolutionary multi-tiered architecture accounts for your most complex proprietary investment accounting and dynamic business needs, helping you gain a competitive edge.
Bullfinch Advisor Insight Solution
A comprehensive financial planning solution from KGFSL. Bullfinch Advisor Insight empowers your firm to deliver products and services through a fully assisted channel that capitalizes on the organizations wealth advisors capability. Leveraging Web 2.0 principles and recent technological advances, the solution brings the best in class of features to service your customers.
Designed by Indian Financial Professionals; Tuned for the Indian Market with Local Support
Advisor Insight development team and core group of financial experts are Indian, with detailed knowledge of the local financial markets, regulations and trends.
Flexibility: Advisor Insight is suitable for both advanced and entry-level advisors, and suitable for a wide range of financial practices and processes.
Bullfinch CRM Solution
Changes in client expectations, advancements in technology and an evolution of the financial services industry are driving shifts in the relationship between clients and wealth managers. To help drive profitable growth and gain competitive advantage, wealth management firms are seeking differentiation through multi-channel, tailored client experiences.
Wealth managers can obtain competitive advantage through a 360-degree view of client data and interactions. Such insights provide a deeper understanding of the clients needs and when combined with an ability to optimize how clients interact with financial management firms, can enable advisors to manage relationships more effectively.
Bullfinch CRM for Wealth Management - provides the essential capabilities to help wealth managers improve the overall client experience to better attract and retain customers for profitable growth.
To begin with, KGfSL has offered its Bullfinch CRM software as a service on its cloud. However KGfSL has plans to roll-out other modules of its wealth management suite spanning equities, futures & options, mutual funds, fixed income and more in the coming months.
Visit: https://www.bullfinchwealth.com/
About KGFSL
KGfSL is a leading global provider of state of art software solutions for the BFSI space. With a leadership position in emerging markets, KGfSL leverages its advanced solutions capabilities and domain expertise across its global and pan-India network to deliver managed solutions to multi-national enterprises, service providers and Indian consumers. Visit: http://www.kgfsl.com/
