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Intellect wealth - THE MOST COMPREHENSIVE SOLUTION EQUIPPED TO HANDLE COMPLETE WEALTH MANAGEMENT LIFECYCLE FOR ALL ASSET CLASSES

   
 
  • Complete wealth management life cycle
  • Acquisition, planning, execution & monitoring.
  • Secure ways of handling front office/middle office/back office with maker-checker
  • Multi-currency and multi-lingual
  • Multiple tier relationship structure and Flexible Product Bundling.
  • Trade life cycle management for various asset classes
  • Client profiling, financial planning, asset allocation and product selection
  • Portfolio monitoring, goal tracking and analytics
 
Case Study
 
Private Banking Platform for HNI's
 
Private Banking Platform on SAAS for Mass Affluent Customers
 
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