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Wealth Management

The Opics Plus Wealth Management solution delivers access to a new line of business that can deliver value and profitability to Ultra High Net Worth Individuals clients while minimizing additional IT spend.

The solution provides the ability to offer trading and investment products and custody within the Opics Plus platform, along with the ability to charge fees for these services. Opics Plus Wealth Management includes real-time access to consolidated, secure and compliant information.

Opics Plus Wealth Management is founded on the breadth and depth of the Opics Plus solution and provides access to the following products:

  • Cash Accounts
  • Vostro Settlements for Fixed Income, Repurchase Agreements, Equities: Shares and ETF’s, Mutual Funds
  • Position Custody
  • Foreign Exchange
  • Money Transfers
  • Term Deposits
  • Fees
  • Withholding tax and VAT

Misys is also partnering with third party vendor Finantix to enhance our Opics Plus Wealth Management solution in the areas of Client Relationship Management and Financial Planning.