WealthManager™

WealthManager™ is an integrated Wealth Management Platform designed to simplify and improve the daily work of professionals who advise individuals and manage their wealth. The platform is a suite of components that can be combined flexibly to create leading business solutions for Client Management, Advice, Sales, Portfolio Management, Compliance and Client Reporting. WealthManager™ enhances all facets of the wealth management process, is highly scalable, multi-lingual, and multi-currency, and provides the technology that allows firms to increase their client service capabilities, reduce costs, and generate additional revenue. WealthManager™ enables wealth management firms to serve all client segments from Mass Affluent to High Net Worth investors and to fully support the provision of discretionary, advisory and brokerage services from a single platform.

Product and service specifications
Database
• Oracle
Language used
• Java
Operating system
• Solaris
• Windows 2003
• Windows XP
Pricing structure
• Per seat
User interface
• GUI
• Web
Tags:
Private Banking, Odyssey, Wealth Management

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