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.

This comprehensive solution spans the breadth of asset classes and depth of services within each of them. The Finacle Wealth Management solution covers products across the 12 asset classes as listed below.

1. Mutual Funds Equity Futures & Options
2. Exchange Traded
3. Funds (ETF)
4. Held-away Assets Precious
5. Metals
6. Bonds
7. 3rd Party Portfolio
8. Management Services (PMS)
9. Structured Products
10. Private Equity (PE)
11. Insurance
12. Alternate Funds