Wealth in One
Fully hosted front-to back-office wealth management solution ONE Business Model: that covers your business needs in ONE coherent and consistent solution. ONE Data Model: coherent and certified across the solution. ONE Platform: where all modules follow ONE product lifecycle and are kept integrated, aligned and compliant over time with your business needs. ONE Service:
-
Editorial Team
- May 12, 2021
- 2 minutes
ONE Business Model: that covers your business needs in ONE coherent and consistent solution.
ONE Data Model: coherent and certified across the solution.
ONE Platform: where all modules follow ONE product lifecycle and are kept integrated, aligned and compliant over time with your business needs.
ONE Service: we host the solution for you, guarantee security and data confidentiality, provide certified reliable market data feed, custodians integration, and market connection for executions, clearing and settlement.
Wealth in One supports all your stakeholders with ONE integrated solution:
Your Clients and their need to invest, get returns, feel they are in control of their investments.
Your Portfolio & Investment Managers and their need to be enabled to best serve their customers and create returns and profitability.
Your Advisory Desk to define investment strategies, select best products and assets to be recommended to your client by your portfolio managers.
Your Compliance and Audit Office to control that your clients portfolios are in line with their profile and needs and that your company is in compliance with regulations.
Your Management to be able to control business trends and profitability.
Your Middle and Back Office to have smart and effective support for your operations.
ONE Solution provides:
- OMNI-CHANNEL ACCESS
- PORTFOLIO MANAGEMENT
- CLIENT REPORTING
- MANAGEMENT REPORTING
- INVESTMENT EXECUTION
- COMPLIANCE & AUDIT
- INVESTMENT MANAGEMENT
- CLEARING AND SETTLEMENT
