WealthMapper

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Overview

WealthMapper: Comprehensive wealth management with goal-based planning

The tool allows the banks and insurance companies to provide a comprehensive service to their customer to have a wholistic view of all wealth instruments together. A single window that allows portfolio views for the individual, family and institution. The tool also allows easy and intuitive self-service to address the goal-based planning needs covering insurance as well as savings instruments- funds, equity, real-estate, crypto currency, savings, etc.

Key Features

  • Ecosystem of Partners
    • SaaS-fied, full-stack partners solutions
  • Acceleration
    • New Markets, Higher ROI, Lower Costs
    • Goal-based savings component
  • Digital Self-service
    • Channel independent / white label
    • Granular insurance & Wealth management tool
  • Innately Disruptive
    • Latest technology & distribution accelerators

Key Benefits

  • Go-to-market
    • < 100 days
  • CAPEX to OPEX
    • Pay as you use modular solution
    • Plug-in : Plug-out

Product/Service details

User Suitability (Capital Markets & Investment Mgmt)
Asset Managers, Trading firms, Wealth Managers
Geographic Availability
Africa, Asia-Pacific, Caribbean, Central America, Europe, Middle East, North America, South America
Asset Class Coverage
Bonds, Commodities & Energy, Equities, Foreign Exchange (FX), Funds, Futures, Options and other Derivatives, Money Markets, Structured Products