Wealth Manager is a comprehensive wealth management solution that provides an easy yet powerful way of managing the entire investment lifecycle of your clients, be they High Networth Individual (HNI), Ultra HNIs, or group investors. The power of the system lies in its simplicity of use, allowing Wealth Advisors and Back office staff to acquire and manage clients and their portfolios efficiently.
The Wealth Manager system comprises of an interactive customer acquisition module integrated with back-office tools allowing your business to invest in the gamut of asset classes such as Equity, Debt, Commodities, Derivatives, and alternative investments among others.
The Wealth Manager comprises of features such as:
Customer Acquisition and Management
Customer Risk Profiling, Goal Setting, and Suitability Checks
Financial Planning
Asset allocation and portfolio rebalancing
Investment Management
Interface with multiple exchanges
Client and Management Reporting
Real-time Financial Posting to ledger accounts
Who is it for?
Brokerage Houses
Asset Management Companies
Wealth Houses