The Back Office Solution

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The automation needed to embed best practice and drive efficiencies through the back office

The Wealth Intelligence (WIN) Back Office module is a fully integrated suite of functions and modules specifically designed to cater for the needs of the back office. It provides the necessary automation to embed best practice and regulatory compliance whilst significant improvements in straight through processing reduces manual effort, allowing the resources to be reallocated to more critical/less mundane tasks.

The Back Office module touches on trade and order management, custody and settlement, corporate actions, fees and invoicing, income and payments, analytics and reporting.

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