Intellect™
Wealth Suite - 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 Feature
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
"One of the best and most user friendly mobile application for advisors"– My Private Banking Research
"Best Banking Application award" – 5th Asian Banker Awards
