Finacle Wealth Management Solution

Learn more about the wealth management offering from Finacle for private and retail banks. It’s comprehensive coverage across 12 asset classes help 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

Finacle Wealth Management Solution
Finacle Wealth Management Solution

Key features

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
Allows end to end processing across multiple asset classes
Margin Finance
Loans against securities, Security Margin Financing and leveraged transactions

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

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Back office Operations
Effective reconciliation across transactions, holdings, commissions and bank revenues

Key benefits

  • Enhances digital engagement with omnichannel access

  • Unified platform across asset classes & segments

  • Operational efficiency via STP for all asset classes

  • Open architecture for seamless integration across applications

  • Prevents revenue leaks through commission reconciliation

  • Effective controls via Audit, exceptions and referral mechanism

Know us better

Download and read brochures, case studies and reports by industry experts and analysts