> Analyst Ratings > Everest Group PEAK Matrix | for Wealth Management Products Provider 2023
A comprehensive solution delivering a full spectrum of wealth products as great experiences. It also improves the productivity of financial advisors and streamlines front-to-back office operations.
Read this report to learn why Infosys Finacle is rated a Leader among 16 wealth platform providers. Get detailed insights on the capabilities and strengths of the Finacle Wealth Management Solution and why top banks like DBS and Axis Bank trust us to drive their success.
Kriti Gupta, Practice Director, Everest Group – “Dedicated focus on enabling technology capability via detailed dashboards, client portal, analytics processing, and 360-degree view of customers along with well-established presence in Asia and the Middle East, have helped Infosys Finacle secure a positioning as a Leader in Everest Group’s Wealth Management Products PEAK Matrix® Assessment 2023.”
A comprehensive solution delivering a full spectrum of wealth products as great experiences. It also improves the productivity of financial advisors and streamlines front-to-back office operations. Universal banks, private banks, and wealth management firms all leverage the solution to build a broad portfolio of offerings, enhance client-advisor engagements, achieve operational excellence, collaborate, and innovate with the ecosystem.
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Finacle Wealth Management is a comprehensive solution offering a wide range of products and services. It allows investors and their relationship managers to transact in thousands of products across 12 asset classes.
Mutual Funds
Equity
Bonds
Structured Products
Insurance
Futures & Options
Exchange Traded Funds (ETF)
3rd Party Portfolio Management Services (PMS)
Private Equity (PE)
Alternate Funds
Held-away Assets
Precious Metals
AXIS Bank, one of the largest private banks in India leveraged the Finacle Wealth Management Solution to create a unified platform offering diverse investment products and services. The bank’s strategy of bundling wealth products with premium retail banking services has been instrumental in driving robust business growth over the last 5 years.
