- Support for discretionary, non-discretionary, adviosry and execution only accounts with integrated workflow
- With pool or with separately managed accounts or in mixed mode
- In conjunction with outsourced fund accounting or for doing in house fund accounting.
- Completely browser based application-does not require user or branch level software installation and administration.
- Easy to implement with front, middle and back office at different locations and across branch network.
- Manage large number of portfolios and products within individual customer preferences and constraints with minimal efforts with WealthSpectrum tools.
- Tools for automated monitoring of portfolios reducing manual efforts for monitoring.
- Highly scaleable Model Portfolio Rebalancing tool to generate large number of orders.
- STP ready trade and order management functionality fully compliant with ISO messaging standards.
- Comprehensive set of tools for effortless trade allocation and reconciliation.
- Minimize operating efforts and shorten EOD cycle with WealthSpectrum technology, navigation and tools.
- Tools to automatically generate professional collated multi-report client package with title page, table of contents, commentary and disclaimers and automatically generate and send e mails for all clients with attached password protected reports for the family group.
- Smooth and personalized customer interaction with 360 degree customer view.
- Distinctive international standard professional reports supported by graphs and charts.
- Personalized information, monitoring, measurement, advice and service.
- Incorporate client preferences and constraints.
- Customer satisfaction leading to consolidation of customer assets, customer acquisition and retention.
- Leverage centralized expertise and products across branches - enhance geographic reach using the same core resources.
- Widen customer base by bringing down account minimums / threshold limits by effectively using WealthSpectrum technology and tools.
- Track record of very short implementation cycle (successful go-lives in less than 2 weeks from sign-on).
- Ability to quickly port and reconcile historical data for smooth transition.
- Extensive event logging capability built in the application leading to quick turnaround.
- Product version releases go through comprehensive test cycle to provide smooth transition during upgrades.
- Client base of major financial institutions extremely satisified with reliability, product quality and support levels.
WealthSpectrum Advantages