Banks need to offer customers a host of portfolio analytics and management solutions across many asset classes. The Finacle Wealth Management solution enables private and retail banks with a modular and scalable solution to meet customer needs in wealth management.
It offers a unique combination of extensive portfolio functions for the front and back office and rule-based definitions that provide a distinct time-to-market advantage.
This Finacle solution is available in standalone and integrated modes with other Finacle solutions. It ensures unique customer definition, a unified view into the customer’s portfolio, and seamless transaction workflows
Integrated Front & Back Office
Allows easier centralized monitoring of the bank
Ability to integrate with legacy applications, 3rd party and external systems
Higher productivity with automated processes
Cost effective with many users on a single system
360-degree view of customer assets and liabilities
One relationship for clients with multiple products
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