Intellect Digital Wealth

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Overview

Intellect Digital Wealth is an integrated front, middle and back-office solution for private banks, wealth management firms, advisory firms, broker dealers & independent financial advisors. It can be deployed in a modular fashion across multiple delivery channels, leveraging existing IT investments.

Intellect Wealth suite supports prospect & client management, asset allocation & financial planning, portfolio management, performance analytics, advisor workstation, lending against collaterals, accounting and reporting.

Key Features

We understand the banking business and are here to bring your digital aspirations to fruition. Your success is our responsibility and we assure support at every stage of your transformation journey. At Intellect, we believe in 'INVEST & GROW' and our powerful proposition covers you at all critical levels.

CUSTOMER ACQUISITION

  1. Prospecting
  2. Campaigning
  3. Due Diligence
  4. On-boarding
  5. Risk Profiling

FINANCIAL PLANNING

  1. Net Worth Assessment
  2. Surplus Assessment
  3. Financial Goals
  4. Retirement Planning
  5. Insurance Assessment
  6. Proposal

TRANSACTION MANAGEMENT

  1. Order Placement
  2. Order Routing
  3. Execution and Contracting
  4. Settlement and Accounting
  5. Corporate Actions

LEVERAGED INVESTMENT

  1. Margin Lending
  2. Exposure Management
  3. Margin Management
  4. Margin Call Life Cycle

PORTFOLIO MANAGEMENT

  1. Discretionary and Non-Discretionary
  2. Model Portfolio
  3. Rebalancing
  4. Portfolio View
  5. Real Time Performance
  6. Performance Attribution

REVENUE MANAGEMENT

  1. Charge Setup
  2. Accrual and Accounting
  3. Invoicing
  4. Recovery Management
  5. Reversals and Write Off

REPORTING

  1. Customer Communication
  2. Regulatory Reporting
  3. Management Reporting

RELATIONSHIP MANAGEMENT

  1. Meeting Management
  2. Call Report Management
  3. Advisory Services
  4. Service Request Management
  5. Hand Over

RISK & COMPLIANCE MANAGEMENT

  1. Pre, Post Trade Compliance
  2. Customer Exposure Management
  3. Bank Exposure Management
  4. Operational Risk Management
  5. Customer, Organisational
    and Regulatory Compliance

Key Benefits

WEALTH MANAGEMENT IS CHANGING

The digital revolution has taken the clients’ expectations to new levels. They are asking for a choice of scenarios and possibilities to understand the investment potential and take informed decisions. Retail investors are demanding access to the same asset classes and investment strategies as high net worth or institutional investors. Rather than feeling intimidated, wealth management firms need to view this as an opportunity to leverage technology and become trusted advisors to their clients.

Our decade long interactions with clients and regulators in the wealth management industry revealed 10 pressing realities that wealth management firms need to understand and accept to thrive in the digital world.

  1. Integration of services across stages in the wealth management lifecycle
  2. Increasing pressure and cost of regulatory compliance
  3. Mandatory risk profiling and proof of right selling
  4. Strict due diligence of KYC norms at client on-boarding stage
  5. Keeping record of advice and transactions for audit and compliance
  6. Shift from commission based to fee based advisory
  7. Integrated portfolio view and rich analytics across the multiple assets, with near real time data
  8. Easy client access to data, analytics and more control on investment decisions
  9. Increase advisor productivity and effectiveness
  10. Offer higher value added services to a larger customer base

Product/Service details