FINACLE WEALTH MANAGEMENT

A unified platform offering a full spectrum of wealth products and services.

 

 

WEALTH MANAGEMENT FOR THE DIGITAL AGE

Finacle Wealth Management is 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.

Finacle Wealth Management is 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.

ACCELERATE YOUR DIGITAL TRANSFORMATION

ACCELERATE YOUR
DIGITAL TRANSFORMATION

THE FINACLE PROMISE

A COMPREHENSIVE SOLUTION

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.

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.

ENABLING INVESTORS AND ADVISORS TO ENGAGE BETTER

The Finacle Wealth Management Solution facilitates superior engagement by empowering advisors with a holistic understanding of their clients and improving collaboration for better decision making.

OPERATE BETTER TO LOWER COST-TO-INCOME RATIO

Finacle Wealth Management makes financial institutions’ front-office tasks smarter and back-office operations more efficient. This is achieved through automation, straight through transaction processing, efficient message coordination, and better operational governance.

INNOVATE BETTER – INTERNALLY AND WITH THE LARGER ECOSYSTEM

The multi-asset product factory makes it possible to create and roll out new products faster. Business rules, once defined, can be reused across the solution. The availability of best practices from different geographies enables adherence to local practices and ensures compliance. The vast API catalog helps financial institutions collaborate with other entities to co-create new propositions.

Financial institutions can also leverage the Finacle App Center, a marketplace of solutions from the Finacle ecosystem of partners, startups, and clients to fast-track innovation.

ADVANCED TECHNOLOGY, FLEXIBLE ADOPTION

Finacle Wealth Management is a cloud-ready, modular solution built on the principles of interoperability and openness for collaboration.

Progressive financial institutions have leveraged Finacle’s advanced architecture as a competitive advantage and growth accelerator.

DBS Bank is one of Asia’s leading banks (with HQ in Singapore) with a presence in 18 global markets. The bank leveraged Finacle’s advanced architecture for smart bundling of wealth products and to deploy the solution in all six priority markets.

Finacle helped extend Bonds, Equity, Retirement Accounts, Structured Products, Mutual Funds, Insurance, Margin Finance and IPO within their portfolio in a phased manner.

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