WealthSuite is designed to empower your business. The solution is industrialising the investment process, allowing you to efficiently manage investments for large numbers of complex portfolios and achieve maximal investment performance.
Combining back office efficiency with front office differentiation, WealthSuite offers sophisticated portfolio management functionality to mass affluent clients, aligned with customer relationship manangement (CRM) capabilities, mobile and internet banking capabilities and comprehensive back office support.
If you are looking for a single vendor solution, with the associated benefits of centralized support, WealthSuite promises to transform your business. WealthSuite offers:
- Increased performance and revenue growth
- Stronger customer loyalty
- Advanced digital capabilities
- Cost and risk reduction
Our ‘progressive renovation’ approach allows you to install only the components of the WealthSuite portfolio your business needs, integrating them at a pace comfortable to your organization to minimize the cost, time and integration risk.