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 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.