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Cloud investor portal including unit registry, asset registry, fund accounting advisor broker/portal, trustee portal, regulatory portal with workflow driven STP.

All of your wealth management, banking, and customer relation solutions in a single integrated system.

A New Zealand owned and operated enterprise, we embrace ingenuity and new ideas, constantly encouraging our developers to create new management platforms as new challenges arise in the financial services sector. Unlike many financial solutions, we refuse to simply reconfigure old technology; rather, we create to the specific need, offering our users a much more reliable system.

Our latest innovation in Wealth Management TechnologyN! Wealth features all of the multi-faceted, malleable capabilities of NTBS Classic, and transfers these tried and trusted functions onto the online realm. This allows users to tap into the NTBS system anywhere, anytime. N! Wealth takes customisation to the next level, with multiple web portals offering the ability to market the system differently to diverse demographics.

Key Features

NTBS Key Features:

  • Sophisticated Customer Relationship Manager (CRM)
  • Single view of the customer
  • Sophisticated "meta-data" driven financial product definition and management engine
  • Support for all major e-Channels (call centre, Internet, IVR, EFTPOS, ATM).
  • n-tier architecture
  • Highly scalable up and down
  • Sophisticated Windows GUI
  • Integrated Work Flow
  • Integrated Fulfillment production
  • Integrated MIS, data warehouse, OLAP
  • Integrated decision support
  • Integrated credit-decisioning
  • True 24 by 7 processing (no end of day window required)
  • Multi-commodity (i.e. this is one up on multi currency solutions)
  • Multi-lingual
  • Product economics, activity based costing
  • General Ledger interfacing, external banking network interfacing, transfer pricing
  • Arrears and collections Management
  • Securitisation
  • IFX and SOAP fully supported

Key Benefits

One stop shop for single low price.

Product/Service details

User Suitability (Capital Markets & Investment)
Asset Managers, Asset Managers, Wealth Managers, Wealth Managers