WealthSuite 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, WealthSuite offers a route towards better cost-efficiency, productivity, customer loyalty and compliance monitoring.
Wealth Management issues
- Changing customer behaviors
- Talent acquisition and retention
- Regulatory burden
- Operating efficiency and costs
- Legacy technology and centralization of data
A packaged robo-advisor solution for clients and advisorsdownload
How our wealth management software solution helps
WealthSuite 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, WealthSuite 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, WealthSuite promises to transform your business. WealthSuite offers:
- Increased performance and revenue growth
- Stronger customer loyalty
- Advanced digital capabilities
- Cost and risk reduction
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.
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.
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.
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.
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