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"State Bank of India has partnered with Miles Software for its technology for the recently launched wealth management business. The solution was implemented in three months' and executed seamlessly in a cohesive manner. I am very impressed with the professionalism and commitment shown by Miles Software. The teams' approach in helping us overcome the challenge of integrating with multiple third party systems is highly commended. We are confident that this partnership with Miles Software will truly enhance our competitiveness in the market. "
Shiv Kumar Basin
CTO ' State Bank of India
In today's dynamic market conditions, it is impossible to effectively manage your
clients' investment portfolio without the right automation in the backend. MoneyWare
Integra WMS is built to help you effectively automate every aspect of the
investment management lifecycle. The various modules of WMS can be combined to create
business solutions for client management, portfolio management, financial investment
planning, revenue management and order management.
MoneyWare Wealth Management Solution has enabled a number of large banks and wealth managers
in India and in the Middle East, to serve all client segments from mass affluent
to high net-worth investors and to fully support the provision of discretionary
and non-discretionary, advisory and brokerage services from a single platform.
- Client Management: A good, robust client management solution
for managing wealth and assets must have a dashboard that provides an online real-time
view of the business from the point of view of: the client, the management or the
team member. MoneyWare Wealth Management Solution dashboard offers all the above and is
also accessible through alternative delivery channels: Web, Mobile, PDA and so on.
Transaction Management: This module helps tracking transactions
through its lifecycle: initiation and execution, reconciliation, settlements and
corporate actions. This is very critical for accurate reporting of the portfolio
for wealth and asset management.
Portfolio/Model Management: This module handles one of the
most critical part of wealth and asset management, the client's portfolio. The system
handles portfolio administration, valuations, models and rules.
Revenue Management: This module handles all the receivables
and payables, calculations and allocations and reconciliation activities and automates
the generation of periodic statements allowing access to information on demand.
Reporting: MoneyWare Wealth Management Solution reporting feature
helps generate a wide range of reports to help meet client requests in a timely
manner. Reports generated include portfolio analysis and reports, management and
transaction reports, client reports and other multi-dimensional customized reports
in various formats.
To know more about how MoneyWare Wealth Management Solution helps you with Wealth Management and
Administration, please click here