Wealth Management

Wealth unused may as well not exist - Aesop, 620BC - 560BC

The power of the Misys Wealth Management solution lies in both unrivalled capabilities and in its Financial
Relationship Management tools, much more than simple CRM. It provides the tools to support every stage of the wealth management process:

Identifying customer needs and managing the relationship;
Comprehensive financial planning for informed decision-making;
Real-time transactions and position update;
Advanced analysis and reporting.

Overview
Technical Specifications
Downloads

Solution Highlights

Provides a consistent customer view and aggregated real-time wealth position across all business channels;
Integrated client, market and product information with planning tools and transactional service within the context of the financial adviser’s daily workflows;
Offer comprehensive financial advice, asset allocation, portfolio modelling and life-event planning;
Generates cross-selling opportunities, personalised advice and rule-based alerts within client relationship process;
Presents enhanced measurements, analysis and reports on customer value as well as profitability, portfolio;
Development, opportunity status, relationship effectiveness and financial adviser performance.

Misys’ component-based approach promotes innovation and reusability to meet specific channel and service requirements. In conjunction with our partner, Finantix, we help our clients leverage existing architectures to provide more agile business systems.

At the core of our approach is a suite of flexible SOA-based J2EE components, each encapsulating business processes, services and functions. Combining and orchestrating these components in different ways can enable financial institutions of all sizes to focus on continuous process improvement and optimised customer services.

Please click links below for associated downloads:

Wealth Management factsheet