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
DIGITAL TRANSFORMATION
THE FINACLE PROMISE
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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 THEIR ADVISORS TO ENGAGE EFFECTIVELY
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.
- Includes tools to evaluate clients’ risk scores, build a model personalized portfolio, and visualize it on a dashboard
- Facilitates client-advisor engagement and review
- Tracks deviations from model portfolio, raises alerts and recommends ways to rebalance portfolio
STREAMLINE OPERATIONS 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.
- Tightly integrates front-office tasks such as prospect management, risk profiling, goal planning, portfolio simulation, advisor dashboards, portfolio management services and client communications
- Facilitates coordination and streamlining of back-office operations such as order execution, product factory, fees & commissions, transaction reconciliation, and client data management
ACCELERATE INNOVATION – 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.
- Select modules may be adopted in a phased manner as required
- Cloud-ready and infrastructure provider agnostic
- Supports multi-entity, multi-currency, multi-lingual, multi-time zone and multi-national operations
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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RELATED RESOURCES
Finacle Wealth Management Brochure
Finacle Wealth Management is a comprehensive solution delivering a full spectrum of wealth products as great experiences.
Finacle Core Banking Solution Brochure
Our comprehensive, versatile platform powers innovation and growth for financial institutions, whether you are traditional or emerging, global or local, physical or digital, or a medley.
Finacle Digital Engagement Suite Brochure
Finacle Digital Engagement Suite is an advanced omnichannel solution that helps banks – onboard, sell, service and engage – retail, small business and corporate customers.
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Thanks for your interest!
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