Wealth Management Solution

Overview

Award-winning Private Banking and Wealth Management Software with International Market-Proven Expertise

Private Banking organisations and Wealth Management Firms are continuously evolving to meet market needs for a client-centric approach, automation and risk management effectiveness. Modern innovative portfolio management systems empower Relationship Managers to focus on their clients rather than the processes.

Developing systems for the industry for almost 3 decades, in concert with our partners, Bantegra delivers one of the best wealth management solutions and private banking systems (according to industry-leading reports) to help Financial Institutions experience rich, end-to-end functionality, automation of operations, while delivering superior and personalised services to their elite and demanding clientele. They incorporate powerful risk metrics for evolving portfolio risk management needs. The solutions can be used as stand-alone or integrated into the existing infrastructure. They support compliance with region-specific and international regulatory requirements (i.e. MiFID II, GDPR, etc.). They are the ideal portfolio management software for digital business operations.

Key Features

End-to-end, award-winning Wealth Management software platform
Advanced client and relationship management tools at all stages
Prospects status tracking during the sales cycle
Powerful KYC data collection workflows, profiling, scoring and user-friendly activities management
Multi-services support (execution, advisory, discretionary)
Service-based functionality for order management, proposal generation and rebalancing
Complete coverage of traditional banking and global investment products with flexible asset classification tools
Robust rules-based compliance engine to achieve effective risk control and compliance with regulations e.g. MiFID II solutions
Multi-level performance analysis following GIPS standards and risk metrics
Real time 360° client view and in-depth information through an extensive set of reporting views
Market Risk Analytics tools with risk indicators such as VaR and Stress Testing
Business analysis and top management reporting with 24/7 access to all data through web and mobile tools
Completely flexible, customisable and robo-advisory ready to deliver automated services

Benefits

Key Features

Unique customer experience with a customised approach
Improved productivity and reduce operational cost
Better-informed decisions by using the analysis tools provided
Streamlined and improved communication with clients
Control and monitoring risk at any time
Proactiveness to market needs by delivering new products fast
Compliance with international and local regulatory requirements

Why choose our Wealth Management solution?

When flexibility and reliability are paramount for your business and customers, check latest wealth management software reviews that would highlight the effectiveness of our private banking and wealth management software to help you automate and streamline your operations, achieving cost efficiency and risk reduction. Our solution has received international recognition and is ranked as a top wealth management system in industry reports and clients' evaluation.

Wealth Management Solution

Overview

Key Features

Key Features

Key Features

Benefits

Key Features

Key Features

Why choose our Wealth Management solution?

Subscribe