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Wealth Management

Wealth Management is an integrated software solution for wealth managers. Its highly scalable technology offers integrated, multi-channel, front-to-back office capabilities.

An award-winning platform, Wealth Management offers a route towards better cost-efficiency, productivity, customer loyalty and compliance monitoring. 

Wealth Management issues

  • Competition
  • Changing customer behaviors
  • Talent acquisition and retention
  • Regulatory burden
  • Operating efficiency and costs
  • Legacy technology and centralization of data

Digital banking: the opportunity for wealth managers

Digital technology is coming of age in wealth management

WealthSuite Robo-Advisor

A packaged robo-advisor solution for clients and advisors

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Wealth Management eBrochure

The world’s leading Wealth Management solution.


How our wealth management software solution helps

Wealth Management is designed to empower your business. The solution is industrializing the investment process, allowing you to efficiently manage investments for large numbers of complex portfolios and achieve maximal investment performance. Combining back office efficiency with front office differentiation, Wealth Management offers sophisticated portfolio management functionality to mass affluent and U/HNW clients, allied with CRM capabilities, mobile and internet banking capabilities and comprehensive back office support.

If you are looking for a single vendor solution, with the associated benefits of centralized support, Wealth Management promises to transform your business. Wealth Management offers:

  • Increased performance and revenue growth
  • Stronger customer loyalty
  • Advanced digital capabilities
  • Cost and risk reduction

What's included

Analytics & Reporting

Powerful banking analytics aiming to improve business decisions, optimize performance and enrich customer interaction.


Ground-breaking solutions enabling wealth managers to deliver products and services to all types of investors, across multiple channels, on any device and in any language - under a single user experience platform.

Core Banking

Fully integrated capabilities, deployable on-premise or in the Cloud. Highly scalable, built on award winning technology, available on one single platform.


DataSource is an Enterprise Data Management solution that improves the quality of market and reference data on an automated basis, across business units of financial institutions.

Financial Crime Mitigation

A range of intelligent, versatile solutions for banks, large and small, to combat financial crime. Comprehensive and highly efficient, banks benefit from reduced operating costs and minimal impact to customers.

Front Office

Integrated, role-specific, multi-channel capabilities for relationship management staff to support their daily interactions and long-term relationships with mass affluent and U/HNW customers.


Shari'ah compliant solutions that have been specifically designed to support wealth managers' requirements, serving increasing numbers of wealthy Muslims. This range of highly scalable, established solutions means that Islamic banks can now easily and efficiently access the complete Islamic finance market by offering quality, flexible solutions which are available on-premise or in the Cloud.


A uniquely flexible payment offering that not only gives wealth managers full, real-time control, but also a harmonized customer service experience, centralized for cost efficiencies and risk management.

Risk & Compliance

Best in class, affordable risk management solutions with incredible speed to market. Our solutions can integrate with any core and provide a full picture of regulatory concern.

How it's delivered

We work with a global network of leading business, technology and services partners to reduce implementation risk, enable a faster time-to-market and provide innovation. Our technology partners include: HP, IBM, Oracle and Microsoft.

Our 'progressive renovation' approach allows you to install only the components of the Wealth Management portfolio your business needs, integrating them at a pace comfortable to your organization to minimize the cost, time and integration risk.

Schroders Case Study

Schroders Private Banking undertakes a transformational project to centralize all IT and operational infrastructure


Latest Insight

Latest insight and opinion for Wealth

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The Rise Of Bionic Wealth

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Artificial intelligence: coming soon to a service near you

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Artificial Intelligence, a no brainer?

Artificial intelligence has moved beyond science fiction to become firmly embedded in our lives...

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Our experts are on hand to help you