A single platform for all your needs.
Wealth Intelligence (WIN) is a suite of full integrated front, middle and back office modules. They are designed to provide investment and wealth managers all the tools needed to service and retain existing clients, in addition to the automation needed to contain or reduce costs, the flexibility not to limit future business models and the scalability to ensure there is no ceiling to growth.
The platform facilitates the prospecting and onboarding of new clients. It provides the data and account valuation/performance reporting required to make good investment decisions whilst remaining compliant, a dedicated client portal and other reporting channels necessary to communicate these to the clients.
Automation helps to embed best practice and regulatory compliance, while straight through processing help to drive efficiencies through the middle and back offices.