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
SOLUTION OR SERVICE TYPE
Artificial Intelligence (AI) Platforms, Customer Onboarding Systems, Financial Planning Systems, Front and Middle Office Wealth Management Systems, Fund Accounting Systems, Fund Administration Systems, Investment Advisor Systems, Investor / Client Reporting & Communications Systems, Investor Websites & Portals, Personal Financial Management Systems, Portfolio / Investment Accounting Systems, Transaction Processing Systems, Wealth Management Systems STP (Front to Back Office)