Private Banking and Wealth Management organisations need a robust wealth management software and solutions with a client-centric approach, including effective management and innovative portfolio monitoring tools that enable Relationship Managers to focus on their clients’ needs.
Independent Wealth Managers (IAMs/IFAs) are dedicated to keeping their clients satisfied, gaining optimal value from invested assets and maintaining economies of scale. Effective consolidation of data and compliance are becoming crucial to help them achieve this.
Irrespectively from what your business origin is, when managing assets the objective is turning risk into performance results. Asset Managers need flexible software solutions that can adjust to business requirements and provide them with sophisticated tools to effectively manage the investments’ related operations.
The Fund Management industry has seen many developments in recent years, including new directives and heavy competition. Fund Managers need tools to help them simplify and automate traditionally tedious processes
Insurance Investment Management
As the regulatory environment for Insurance firms is becoming highly demanding and more controlled, the appropriate management of invested assets is becoming paramount. Firms need to be able to closely monitor and analyse the invested assets and selecting the right software tool is critical to achieve performance and a properly risk-balanced portfolio.
The demanding financial landscape requires a fast and cost-effective approach, especially when it comes to high-net-worth families. The Investment Managers or Treasurers at a Single or Multi Family office need dynamic, sophisticated and tailored solutions to meet specific business needs that will reduce the time spent on tedious tasks while providing automation and flexibility to make better investment decisions.
In the Brokerage Services industry, keeping your business profitable while effectively managing your clients’ investments is what matters. Market experience, research, and sales capabilities are not all that is needed.
The custody market has seen significant changes in recent years, with a variety of increased requirements and new regulations. The Custody solution comprehensively covers all the needs of the Custodian Services market and provides the required flexibility to continuously adjust to its ever evolving needs.