Solution for Private Banking
WealthSpectrum can be configured as integrated solution for managing private banking client portfolios.
WealthSpectrum provides flexible implementation options and can be configured to suite your needs:
- Support for discretionary, non-discretionary and advisory accounts and with integrated workflow
- In-house fund accounting (portfolio accounting) or in conjuction with outsourced FA with a daily reconcilliation
- Custodial settlement or in-house settlement
- Comprehensive client reporting across asset classes and investments
The solution is used by leading private banks / wealth managers for offering services to high networth clients.
Features
© 2002-2010 Applied Software Pvt. Ltd.