WealthKraft® is a one-stop solution for Wealth and Portfolio Management Services. This includes investment, tax and retirement planning, along with the regular portfolio management services offered by advisors. It is a Comprehensive Solution aimed at Brokerage Firms that handle various instruments such as Equity, Mutual Funds, Insurance, etc; Portfolio Managers, Wealth Managers, Fund Managers, Banks Rolling out Wealth Management Services & Investment Advisory firms targeting HNI's.
WealthKraft® delivers Internet based, consolidated wealth management support for Financial Institution customers. This portal provides personalized contents and links to favorite news sources, rate tables, tickers display, different analysis report, predefined alerts, and much more.
KEY FEATURES :
Integration: Single Point Interface
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In Built Support for :
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| Port it across various channels like LAN, Wan and Internet. | |
| Calculators: Financial Calculators, Instrument Calculators, Etc. | |
| Complete Portfolio Manager: Various Portfolio Valuation Models, Simulations, Scenario Evaluation, etc. | |
| Goals Planner: Retirement Plan, Education Plan, Periodic Payments plan, etc. | |
| Favorite Links: CNN, NY Times etc | |
| Reports Exporting Facility to different file formats | |
| Dynamically generate graphs & charts from the Report Data | |
| Integrated Messaging System |
Personal Portal :
| Allows clients to access their Portfolios over internet | |
| Wealth Management: Capture Required details to build a complete picture of client's wealth, wealth Projections, Wealth break-up, Consolidated Cash Statements | |
| Ability to keep Track of Portfolios | |
| Receive Analyst Reports, News Feeds and Alerts: Sign up of news feeds, can generate alerts on various entities in the system. Etc |
Benefits
| The WMS system provides your advisors with a single interface to manage your clients' portfolios and wealth. The system's integration capabilities allow it pull data from various back office systems and present them in a single interface | |
| Advisors can now benchmark their clients' portfolios against the best performers in the firm for their analysis purpose. | |
| Can run what-if scenarios online via wealth management tools | |
| Building strong client and advisor relationship with the increase in level of involvement. Clients may obtain an aggregated view of their total wealth | |
| Expansion of knowledge through research reports and white papers on timely topics | |
| Client demand for detailed reporting and access to their financial snapshot at any given point of time can be achieved. | |
| Email and Mobile Alerts can be customized as per the clients' requirements. | |
| Easy and simple interface to manage multiple clients | |
| A constant monitor on detailed analysis of Risks, Asset management, Portfolio Management, and advanced reporting caters each client with a personal touch. | |
| 24/7 access to financial guidance, over the internet | |
| WMS is Scalable, Reliable, Secured and aims to maintain the confidential of data of your clients. |