SmartWealth
Digital Wealth Management Solution to Manage
Financial Multi-Asset Classes.
Banks & financial institutions are automating to scale wealth management distribution business with ease, accuracy and reduced TCO
Wealth Management platform supporting multi-asset classes such as mutual fund, SGB, Fixed income/Debts/NCD etc.
Financial planning of clients to define goals considering risk profiling & track it.
Single Dashboard client view to give snapshot of his/her wealth.
Onboarding of customers is moving from costly paper trails to digitized solution.
Multiple digital channels :Invest through customer portal, handheld devices, Call center, RM assisted channels
Win over your challenges with SmartWealth
SmartWealth is an end-to-end Wealth Management Software offering that handles multiple asset classes. It offers seamless back office, front office & customer interface. Supports multi-asset classes like a mutual fund, alternative products like PMS, AIF, SP, Bonds, SGB, Fixed income/Debts/NCD etc.
SmartWealth enables interactive service delivery to customers, provide real-time processing with enhanced functionalities, and can scale significantly.
Integrated SmartWealth Suite
Features
Customer Portal
- Instant digital onboarding of customer with eKYC & risk profiling
- Comprehensive multi-asset portfolio dashboard & alerts
- Digital goal planning, execution & tracking
- Support for handheld devices/Responsive Designs
- Robo assisted fund selection
Advisor/RM/Sub-broker portal
- Comprehensive RM/Advisor dashboard & reports
- Comprehensive customer portfolio with analytics
- RM assisted customer onboarding, financial planning, transaction execution & scheduling of reports/alerts
- Prospect & campaign management
- RM targets & incentive management
Advisor/RM/Sub-broker portal
- Comprehensive RM/Advisor dashboard & reports
- Comprehensive customer portfolio with analytics
- RM assisted customer onboarding, financial planning, transaction execution & scheduling of reports/alerts
- Prospect & campaign management
- RM targets & incentive management
Operations Portal
- Customer categories supported are Individual, Minor, HUF, NRI, and Corporates
- Supported Account hierarchy – Family, Individual, Account level
- Dashboard for Risk Profiling, Goal Planning & Tracking Reports
- Integration with various data service providers & existing core systems like DMS, core banking & others
- Rule based revenue calculation (Upfront, Annualized, Trail, Incentive & Claw-back) & reconciliation
- Seamless order processing & reverse feed via interfacing to RTA, BSE Star & other providers
- Customer Portfolio Returns Calculation
- Comprehensive/customizable report module
Business MIS
- Asset Under Management Reports
- Mobilization report
- Income Reports
- Active Systematic reports
- YTD, MTD business reports
- Zone wise business reports
Business MIS
- Asset Under Management Reports
- Mobilization report
- Income Reports
- Active Systematic reports
- YTD, MTD business reports
- Zone wise business reports
Benefits
Leading banks and financial institutions have implemented SmartWealth over last years
Scalable solution with extensible functionality
Frees up time to invest in relationships
Seamless interface integrates with core banking and 3rd party systems
Cross-sell and up-sell products and services easily
Increase opportunities for revenue generation
Enhance advisor productivity
Best in class revenue calculation
Minimize TCO (total cost of ownership)