Wealth Management – Offerings and Solutions
Advisor Enablement and Client Servicing
Advisor Workstation Modernization: Real-Time access to client portfolio details and data integrated from multiple sources, to help advisors make informed investment decisions, boost productivity and serve unique client needs better.
Document Management: Our robust document management solution offers centralized access and storage for important financial documents like client account statements, tax documents. It enables transparent communication collaboration between clients, WM advisors and support staff. It also fosters self-service, security and regulatory compliance.
Advisor Portal
Our advisor portal provides real-time insights from client data, and external market data integrated from multiple sources. WM advisors can fine tune and offer customized investment strategies based on unique needs of investors and clients at scale, and provide timely and accurate reporting and servicing.
Frictionless Client Onboarding
We streamline workflows and drive process automation to onboard new clients faster. This eliminates needless paperwork, delays, and administrative hurdles and improves data accuracy and security. We enable a holistic view of the investor risk profile by digitizing client information and integrating data from multiple sources. Advisors start managing client assets sooner and generate revenue faster.
Investor and Client Portal
Our solution offers the next generation of investors and tech savvy clients of Wealth management firms with digitally powered self-service, interactive and personalized experience. Clients benefit from real-time view of their portfolio details and performance that enhance client engagement, improve C-Sat scores and increase client retention.
