Intellect Invest and Wealth

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Portfolio / Fund Management Systems

Product and service specifications

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Tags:

Invest, Wealth, investment advisors, financial advisory, Private Banks, Wealth Managers, Operational, Credit, Compliance

Overview

Intellect Invest and Wealth from Polaris

Intellect Wealth is the next generation component based Wealth Management offering, catering to the need of Financial Service Providers ranging from independent registered investment advisors or financial advisory teams in brokerage houses to Private Banks. It provides solutions for the Operational, Credit & Compliance requirements of Private Banks and Wealth Managers.

The Intellect Advantage

Offers wider choice of compelling investment products to customers
Tools for comprehensive financial planning and portfolio management tools
for effective Wealth Management
Superior customer service
Opportunities for cross-selling and up-selling
Better management of a customer’s portfolio

Company