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Finacle Wealth Management Solution

Learn more about the wealth management offering from Finacle for private and retail banks. Its comprehensive coverage across 12 asset classes helps banks increase the range of financial products on offer and gives customers freedom of choice while creating their portfolios. It enables an efficient front-office and back office with financial planning & portfolio management functions across asset classes for banks

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Finacle Wealth Management Solution

Key features

A robust Solution powered by a unified platform for front office and back office wealth management activities

Financial planning

Client centric capabilities: risk profiling, goal planning and order management

Sophisticated Portfolio Management

Portfolio modeling, analysis and reporting on portfolio performance

Multiple Asset Class

End to end processing across multiple asset classes

Margin Finance

Loans against securities, security margin financing and leveraged transactions

Bancassurance

Expand the bank’s offerings with insurance: customer acquisition, selling, servicing and RM management

Back office Operations

Effective reconciliation across transactions, holdings, commissions and bank revenues

Key benefits

  • Enhanced digital engagement with omnichannel access

  • Operational efficiency via STP for all asset classes

  • Revenue leak prevention through commission reconciliation

  • Unified platform across asset classes & segments

  • Open architecture for seamless integration across applications

  • Effective controls via audit, exceptions and referral mechanism

Client Stories

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