Applied Software - WealthSpectrum

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.