Odyssey Financial Technologies

5 Hanover Square, Suite 1601
New York, NY 10004
United States

Website: www.odyssey-group.com
Phone: 212-336-8400
Fax: 212-336-8401

Description:
WealthManager™ is an integrated platform offering a comprehensive set of wealth management solutions that are designed to enhance all facets of the wealth management process. Targeted more particularly at financial institutions that provide wealth management services to retail and mass affluent customers, the product suite is highly scalable, and provides the technology that allows firm to increase their client service capabilities, reduce costs, and generate additional revenue. The WealthManager™ relationship-centric data hub captures all the pertinent information about your contacts and clients, helps define a client’s goal, generates and tracks investment proposals, calculates performances, manages portfolios, monitors compliance, and automatically produces elegant customized reports.