Maximizing Relationships Efficiently and Productively.

We understand the private banking and wealth management bankers are tasked with managing a large and complex scope of services for high-value, discerning customers. In addition to meeting your sophisticated customers’ expectations, you must also juggle competitive pressures, constantly changing and growing regulations and retaining wealth managers with tools that help them do their job better.

So, you need a banking solution that can bring intelligent and data-driven automation to your portfolio investment operations. You also need an optimized back office operations paired with a unique and intuitive front office dashboard with robust CRM capabilities.

Our CapitalPrivate™ solution meets all these challenges by delivering an integrated suite of modules and features that address the private banker’s complex day-to-day operations, while managing the regulatory reporting with ease:

  • Business Intelligence that help you make the right decisions and in a timely manner by integrating, analyzing and providing insights of your customers’ data
  • Dashboards giving you up to the minute information at your fingertips with a configurable and customizable interface that delivers a 360° customer asset view, reports and analysis
  • Portfolio management tools that help you build better, trusted relationships with your customers by sharing a variety of investment scenarios and many other activities

For more details, review CapitalPrivate™ and CapitalCompliance™ solutions. Clients that combine these two solutions experience a comprehensive solution set that address all the complex, transactional and relationship management activities involved with their high-value clients, while managing all associated local and global regulations with ease.