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Wealth Management Solutions

Wealth Management Solution is a modular, scalable solution designed for retail and institutional brokerage firms, financial advisors and individual investors.

Today’s volatile and uncertain markets have given rise to a new class of customers who are extremely cautious and demand absolute transparency from their advisors. With Wealth Management Solution they can expect instantaneous access to their investment plan and personalized interaction with their advisors on a collaborative financial plan.

Wealth Management Solution offers a unique combination of extensive portfolio functions which are highly flexible and enabling prospect, risk assessment, portfolio management and portfolio analytics. This leads to the effective processing of investment products across diverse asset classes including structured deposits, structured notes, mutual funds, equities, bonds, insurance, alternate funds, precious metals, exchange traded funds and held away assets.

With Wealth Management Solution we try to meet following challenges in wealth management space :
  • Managing the increasing customer expectations regarding transparency Coping with the demand for a wider array of products
  • Handling pricing pressures and balancing costs Maintaining profitability while complying with regulations
  • Integration of services across stages in the Wealth Management lifecycle Mandatory risk profiling and proof of right selling
  • Keeping record of advice and transactions for audit and compliance
  • Integrated portfolio view and rich analytics across the multiple assets, with near real time data 
  • Easy client access to data, analytics and more control on investment decisions
  • Increase advisor productivity and effectiveness

Clients can leverage the solution’s rule-based definitions to launch new products with a distinct time-to-market advantage. Wealth Management Solution ensures unique customer definition, a unified view into the customer’s portfolio across asset classes, and seamless transaction workflows. This helps banks capitalize on their customer base to create additional revenue streams by offering high-net -worth individuals and the mass affluent extended products and services tailored to their unique needs.

The user’s risk profile is determined based on the geographical, political stress, trends in currency price fluxuation. Wealth Management Solution as social collaboration and news aggregation which helps advisors to analysis or share info amongst easily.

Portfolio management:

As a part of portfolio management, the solution supports reaction of model, preferred and actual portfolios. The solution has the capability to design customized portfolios to meet long term financial goals, consistent with the investment objectives, risk tolerance, and liquidity needs in line with the investor’s investment profile.

Receive on-going portfolio management services to keep the portfolio on track and up to date. Reporting on portfolio performance and ability to set user defined preferences and restrictions for comprehensive portfolio management.

Key Modules

  • Financial planning module 
  • Structured products 
  • Mutual funds
  • Equities
  • Bonds

Technology Used

  • Liferay 6.2 CE
  • Mysql 5.5
  • Jquery
  • Boostrap 3
  • HiCharts
  • AngularJS
  • R Programming

Business Benefits

Facility for several users to work on a single system and database across many asset classes, resulting in cost


  • A 360 degree view of customer assets and liabilities across wealth accounts, facilitating better client management
  • Portfolio management and trade support across 40+ asset classes
  • A single relationship for banking and investment needs for clients. This gives banks an opportunity to forge deeper

Relationships with clients

A higher number of user access and product access control features resulting in better operational risk management,

Integrated view to client and advisor

Items for Action derived from contextualized analytics