in'Wealth Management
Overview
valoores in'Wealth Management transforms the way wealth management service providers serve and empower their affluent and high net-worth customers. In' Wealth Management offers a comprehensive, web-enabled and integrated application for managing the entire wealth management business cycle. With In' Wealth Management, banks can plan, record, track and manage the overall wealth of a customer across a range of asset classes and instruments. This results in increased financial advisor productivity and improved customer relationships.
KEY BENEFITS
- Improved customer relationships
- Higher advisory productivity
- Enhanced customer service
- Ability to provide trusted and transparent advice
- Higher cross-sell
- Ability to leverage existing IT assets
- Superior compliance and risk management
- Improved business metrics
KEY FEATURES
- Advisor-managed and self-managed wealth management delivery
- Financial Planning on the go, using tablets or mobile phones
- Productivity tools, collaborative dashboards and configurable alerts
- Seamless interaction between the customers and wealth managers
- Multi-asset class, multi-portfolio, multi-currency support
- Scientific portfolio performance measurement and analytics
- Comprehensive reports
- Open integration framework
- Ease of use and robust security
