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WealthManager™ is an integrated Wealth Management Platform designed to simplify and improve the daily work of professionals who advise individuals and manage their wealth. The platform is a suite of components that can be combined flexibly to create leading business solutions for Client Management, Advice, Sales, Portfolio Management, Compliance and Client Reporting. WealthManager™ enhances all facets of the wealth management process, is highly scalable, multi-lingual, and multi-currency, and provides the technology that allows firms to increase their client service capabilities, reduce costs, and generate additional revenue. WealthManager™ enables wealth management firms to serve all client segments from Mass Affluent to High Net Worth investors and to fully support the provision of discretionary, advisory and brokerage services from a single platform.
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Odyssey Financial Technologies
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by Zoot Enterprises
If you find a vendor more interested in your success than their product, then you are on the right track. To find the right vendor, an FI must first prepare a foundation to make a good decision. ... Read more ›
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by Real Asset Management
Controlling fixed asset information and extracting the data needed for tax and reporting purposes can often come with many challenges. These hurdles may be caused by lack of a proper functioning asset management system or the need to update processes to reflect changes in the organization’s... Read more ›
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by Striata SA
While customer adoption rates for self-service portals have disappointed, email delivery of secure bills and statements has been extremely successful at driving qualified customer traffic to biller websites.For billers tasked with online bill pay targets, the vision was never a mere reduction in... Read more ›
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