Intellect Wealth is an integrated front, middle and back-office solution for Private Banks, Wealth Management firms, Advisory firms, Broker dealers & Independent Financial advisors.
WEALTH MANAGEMENT IS THAT MUCH MORE DIFFICULT IN TODAYS WORLD
With great expectations from clients, shrinking margins and multiplication of local tax and regulatory requirements, Wealth Management has become much more difficult in uncertain times.
Wealth management firms must adapt the value proposition and delivery model to serve the new generation of clients. They must leverage the digital opportunity to reduce the cost to serve and restore trust in the ability to deliver superior investment advice.
10 PRESSING REALITIES PRIVATE BANKING AND WEALTH MANAGEMENT FIRMS MUST FACE UP TO
TECHNOLOGY IS AN ACKNOWLEDGED DIFFERENTIATOR
ROBUST YET MODULAR PLATFORM WITH EASY INTEGRATION APPROACHES
Intellect Wealth Suite supports Prospect & Client Management, Asset allocation & financial planning, Portfolio management, Performance analytics, Advisor workstation, Lending against collaterals, Accounting and Reporting.
· Integrated Relationship view (across multiple accounts, portfolios and households)
· Customer Management involving prospect management, client management and servicing
· Risk profiling, financial planning, asset allocation and product selection
· Multi- Asset Order life cycle management
· Portfolio monitoring and goal tracking
· Model portfolio definition and rebalancing
· Portfolio analytics, Simulations (Monte Carlo simulation, Portfolio back besting)
· Advisor workstation (Desktop and iPad versions)
· Margin financing and collateral management
· Reporting and communication
· Calculation of various types of fees
· Deployed in modular fashion – leverages existing IT investments
· Seamless integration of Front, middle, back office operations
· Easy Interface with existing Core Banking & other legacy systems using Intellect Messaging Hub
· Portfolio management and trade support across 40+ asset classes
· Multiple delivery channels including Mobile, Internet, Intranet
· Integrated view to client and advisor
· Items for Action derived from contextualized analytics
· Anytime Anywhere access through mobility solution
Partnering from the beginning to the end – and beyond
At iGCB we believe in complete partnership, not just in being another ‘vendor’. We will engage with you during the creation of the product for your line of business with the system to ensure quick ‘go to market’ strategy and provide effective and efficient workarounds for your unique functionalities / processes. Our expert teams will also help in defining your ‘go-to’ process through pre-configured designed products. In addition to this, we provide you with near real-time scenarios to run the Business scenario simulation. Our experts also elucidate how to bundle the multiple business products with existing re-usable components.
We aid quick implementation of the system in approximately 24 weeks.