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Private Banking & Wealth Management

Private Banking & Wealth Management

Our Private Banking and Wealth Management solution supports the complex day-to-day, front-office operations a private banker requires for efficient management and the continuous generation of fast results. The product includes an integrated suite of modules addressing the entire scope of wealth management.

Key features include multi-asset portfolio management to gather all information regarding both financial assets and customer profiles, calculation of portfolio performance, and the portfolio simulation option which allows the user to build and run different scenarios and review the impact on the customer’s holdings. Users can also easily manage customer relations in an organized manner, keep track of all meetings and contacts, monitor events through alert notification, maintain Know Your Customer (KYC), and provide graphical reporting and document management facility.

Our Private Banking and Wealth Management solution also supports the Family Office business, empowering the private banker with a consolidated view of their clients’ financial and non financial assets held within the bank and at other financial institutions.

Our solution, Capital Private Banking, supports the front-office needs of the private banker.

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