Wealth Management

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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