Wealth Management Solutions

 

 

Wealth management and investment services is the new mantra with the banking and non-banking financial companies and is witnessing a tremendous growth as well as changes. The high-net worth technology savvy customers are looking to maximize their returns on investment by broadening their investment horizon.

To catch the fancy of such sophisticated customers and guarantee the kind of returns expected by them it is imperative that the organizations have a solution that can fully address the wealth management requirement of these customers. A solution that can enable the Relationship Manager / Advisor (RM) to innovate and offer value added services, thereby improving the overall customer experience.

 

Services Offered:

Web-based wrapper to provide online portfolio services to the client, which will enable the clients to:

• Portfolio views
  Unified view of portfolios and analysis tools
  • Asset classes
  • Sectors
  • Maturities
  The customer can also view his unrealized/ realized profits and losses, current income and effect of corporate actions.
  
• Account activities and transaction tracking
  The customer can view his account activities and transaction status across the broad stages of the transaction. An email confirmation is sent to the customer on successful completion of transaction.
• Performance measurement and tracking
  The customer can track the performance of his portfolio against the benchmarks. Advisor can have pre-defined benchmarks or a client can customize benchmarks dynamically.  The performance can be computed by IRR method or other equivalent methods.
• Order taking
  The customer can place orders for various products including trading orders for equities, which will get converted to instructions for internal back-office.
• Triggers
  The customers can set-up alerts and triggers based on events and time. These alerts can be sent on email and/ or mobile phones.