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Wealth Management
A Comprehensive solution for managing complete wealth management life cycle, thereby reducing complexity

"Intellect Wealth is an integrated front, middle and back-office solution for Private Banks, Wealth Management firms, Advisory firms, Broker dealers & Independent Financial advisors.

The platform supports Prospect & Client Management, Asset allocation & Financial planning, Investment management, Lending against collaterals, Portfolio management, Performance analytics, Advisor workstation, Accounting and Reporting"

 

Key Product Features:

  • Integrated Relationship view (across multiple accounts, portfolios and households)
  • Customer Management involving prospect management, client management and servicing
  • Risk profiling, financial planning, asset allocation and product selection
  • Portfolio monitoring, goal tracking
  • Portfolio analytics, Simulations (Monte Carlo simulation, Portfolio back besting)
  • Advisor workstation (Desktop and iPad versions)
  • Margin financing and collateral management
  • Reporting and communication

Benefits

  • Supports complete wealth management life cycle
  • Seamless integration of Front, middle, back-office operations
  • Dock with existing Core Banking & other legacy systems
  • Portfolio management and trade support across 40+ asset classes
  • Multiple delivery channels including Mobile, Internet, Intranet
  • Integrated view to client and advisor
  • Available as a SaaS based offering
WEALTH MANAGEMENT
  Advisor Workstation
  Prospect Management
  Financial Planner
  Investment Product Processor
  Portfolio Management and Performance Analytics
  Margin Lending
 
Provides a consolidated analytics using rich graphics helping in timely investment decisions
 
Accolades

"One of the Best and Most user friendly mobile applications for Financial advisors"

Best Banking Application award – 5th Asian Banker Awards.

 
Services | Consumer Banking | Transaction Banking | Treasury & Capital Market | Insurance
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