Digitize Wealth Management. Unlock New Possibilities.

Transform client experiences, streamline operations, and drive innovation with our cloud native platform

Finacle Wealth Management empowers advisors with the tools and insights necessary to deliver personalized investment strategies, fostering exceptional client experiences. With Finacle Wealth management, streamline operations, optimize processes, and offer a comprehensive range of wealth products to enrich client journeys.

The solution’s flexible design seamlessly integrates with your core banking systems and market data providers, driving innovation and unmatched operational efficiency. Whether you’re a universal bank, private institution, or wealth management firm, Finacle Wealth Management enables you to build diverse portfolios, gain a competitive edge, and unlock new levels of client satisfaction.

Accelerate Your Digital Transformation

Finacle Promise

Delivering better wealth management for advisors and investors

Engage Better

Holistic understanding of clients; collaborate and advise effectively

Operate Better

Digitize and automate front-to-back- office operations

Innovate Better

Multi-asset product factory, APIs for ecosystem innovation

Analyst Recognition

Finacle Wealth Management: A leader amongst Wealth Management Products Provider

Read this report to learn why Infosys Finacle is rated a Leader among 16 wealth platform providers in in Everest Group’s Wealth Management Products PEAK Matrix® Assessment 2023

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..”

ESG conscious lending to retail and corporate customers that aligns with sustainable development goals

Driving ESG influence in the bank’s ecosystem, incentivizing stakeholders, vendors, partners and customers to be more ESG-conscious

A Comprehensive Solution

Empower clients and advisors with a unified, multi-asset platform

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.

Financial management and portfolio management

Margin finance

Initial public offers

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

Finacle WMS is a state-of-the-art multi entity platform providing Wealth Management features. It has enabled seamless onboarding journey, portfolio consolidation across various asset classes like MF, Equity, Bonds, Insurance, Structures, PMS & Private Equity and more. The product integrates easily with multiple surround systems to help provide advance analytics reports to clients for effective monitoring & review.

Amol Date, Senior Vice President, Digital Product Management, Digital Solutions & Factory, HDFC BANK

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Advanced Architecture

Cloud-native, API-driven, and built to future proof your investment

Finacle Wealth Management is a modular, cloud-native designed for maximum flexibility and collaboration within the financial services industry.

Key Features:

Modular Design:

Select modules to tailor your solution, accelerating time-to-market with new offerings.

Cloud-Native:

Future-proof your deployment with on-premises, cloud, or hybrid options for optimal agility.

Core Agnostic:

Connect Seamlessly with Finacle or other core banking, channel, and CRM systems.

Highly Scalable:

Supports rapid growth and evolving business needs with a solution that scales across users, transactions, and functionality.

Open APIs:

Enables innovation through secure collaboration and integration with custodians, fund houses, feed providers, and other ecosystem players.

Multi-Enabled:

Designed to support multiple entities, languages, and currencies with built-in global best practices.

Learn how DBS, a leading Asian bank with a presence in 18 global markets, leveraged Finacle’s advanced architecture to streamline wealth product offerings and accelerate deployment across six priority markets. With smart bundling of wealth products bank was able to expand their portfolio to include Bonds, Equity, Retirement Accounts, Structured Products insurance, Margin Finance, and IPO capabilities.

Learn how DBS, a leading Asian bank with a presence in 18 global markets, leveraged Finacle’s advanced architecture to streamline wealth product offerings and accelerate deployment across six priority markets. With smart bundling of wealth products bank was able to expand their portfolio to include Bonds, Equity, Retirement Accounts, Structured Products insurance, Margin Finance, and IPO capabilities.

Engage Better

Empower advisors for exceptional client outcomes

Elevate client experiences with Finacle Wealth Management. Advisors gain insights, collaboration tools, and the ability to deliver timely, tailored advice.

  • Understand better – Gain holistic client insights with detailed profiles, financial planning, and risk assessments.
  • Collaborate better – Strengthen advisor-client relationships through timely portfolio updates and rebalancing insights.
  • Advise better – Optimize client portfolio performance with automated recommendations, deviation alerts, and rebalancing tools.

“..I think every day when we come to work our goal is to make a difference to the billion Indians in terms of the best platform and I think Infosys helps us in delivering that promise so we feel supremely inspired that we are partnering with someone who shares the same vision and same dreams..“

Satheesh Krishnamurthy

Ex EVP and Head – Private, Premium Banking and Third Party Products, Axis Bank

Operate Better

Maximize operational efficiency and reduce costs

Simplify operations and lower your TCO with Finacle Wealth Management’s automation and intelligent governance.

  • Automate better – Streamline back-office operations – order management, fees, reconciliation, and more.
  • Coordinate better – Enhance communication between front and back-office, automate SWIFT messages, and simplify corporate action processing.
  • Govern better – Seamlessly integrate with enterprise applications for proactive risk mitigation, automated exception handling, and centralized compliance reporting.

“We continually strive to curate a wide range of wealth management products and services for our valued customers. This partnership with Infosys Finacle will help customers access a vary diverse set of insurance products with great convenience.“

Abdullah Tamman Al Mashani

Deputy General Manager, Institutional Sales and Product Development, Bank Muscat

Innovate Better

Drive internal and external growth through innovation

Finacle Wealth Management unlocks innovation with a robust library of 350+ APIs. Easily integrate systems, streamline processes, and stay ahead of the curve.

  • Configuration & Extensibility – Accelerate new product rollout with a configurable multi asset product factory and reusable business rules.
  • Curated Value Driven Ecosystem – Tap into a marketplace of trusted solutions and innovations on Finacle’s App Center.
  • Focus on Co-Innovation – Collaborate with industry leaders and fintechs to co-create solutions aligned with emerging trends.

Outstanding Wealth Management Solution by a vendor

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Industry Recognition

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