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Home » FT Grid » Wealth Management
 
 
 
   
 
 
Wealth Management
SMART TECHNOLOGY FOR WEALTH MANAGERS TO CREATE MORE VALUE FOR THEIR CUSTOMERS
   
  Key Product features
 
  • An integrated front, middle and back-office tool
  • Global functionality and best practices
  • Comprehensive 360° view of the client
  • Built-in risk management
  • Supports multiple-tier relationship structure
  • Acute analytics, performance reporting and alerts
  • Broader market reach with multiple delivery channels
‘A Wealth Management tool to achieve informed decision making, superior customer engagement and personalized service experience delivery’
 
Offers mobility by providing native iPad application

Features FABX, the Advisor Workstation, a single-point interface to manage rising core systems’ complexity.
 
 

 
 
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