Wealth Intelligence Features

Features

• Investment Management

• Client Portal

• Customer Self-Service

• Document Management

• Automated KYC and AML

• Configurable Workflows

• 360-degree View & Analysis

• Comprehensive Portfolio

• Modelling Tools

• Trading & Order Mangement

• Performance Measurement

• Analytics

• Reporting

• Bank Management

• Cash Management

Support

• Email

• Help Desk

• FAQs

• Forum

• Knowledge Base

Deployment

• Cloud, SaaS, Web-Based

• Desktop - Mac

• Desktop - Windows

• Desktop - Linux

• Desktop - Chromebook

• Mobile - Android