A Comprehensive One-Stop Solution for Wealth and Portfolio Management Services
| Still using old traditional methods and Spreadsheets to manage clients and their assets? | |
| Do you have a difficulty in performance evaluation and formulating risk analysis? | |
| Are you facing a problem in managing your client due to a constant increase in your clientele base? |
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| Still attending clients on phone/fax? Does your client require access to financial snapshot at any given point of time? | |
| Are you looking for a 24X7 service to your clients? Would you prefer high frequency of reporting with detailed analysis and evaluation catering each client with a personal touch? |
Our Wealth Management System (WMS) is a perfect one-stop solution, which would cater to all your needs
The WMS allows advisors to provide wealth and portfolio management services. This includes investment, tax and retirement planning, on top of the regular portfolio management service offered by advisors. It's a Comprehensive Solution aimed at Brokerage Firms that handle various instruments like equity, Mutual Funds, Insurance, etc; Portfolio Managers, Wealth Managers, Fund Managers, Banks Rolling out Wealth Management Services, & Investment Advisory firms targeting HNI's WMS delivers Internet based, consolidated wealth management support for the Financial Institution customers. Through a single login, the customer can gain access to all the information and transactional services supported by the financial institution, including the access to the external account information. This portal also provides personalized contents and links to favorite news sources, rate tables, Tickers display, different analysis report, predefined alerts, and much more.
This product consists of two main modules :
| Advisor Console : This is a desktop application that the advisor uses to manage his clients' wealth. The advisor console is a complete portfolio management system with additional features for wealth management. It offers you a clear concise way of managing multiple accounts under one "umbrella". Setting up new accounts and managing the information is a snap! It offers consolidated reports, updates, portfolio yields, accounts yields, statistics, etc |
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| Personal Portal : Harness the power of the web to reach out to your clients, 24/7. The personal portal is a first-of-its-kind, web based portfolio and wealth manager, designed for use by your clients. The personal portal brings sophisticated portfolio management to your clients' fingertips. Your clients can hold multiple portfolios and add/edit/delete portfolios from their accounts, online. |