MoneyWare Enterprise Wealth, Asset & Investment Platform
Wealth management technology for advisors, portfolios and client operations — from front office to back office, on one platform.
See MoneyWare in Action
Product overview of how institutions use MoneyWare across real financial operations.
One platform, the full wealth lifecycle
MoneyWare unifies CRM, financial planning, portfolio management, order and trade management, compliance and client reporting for private banks, wealth firms and family offices.
Its Tradevizor trade order management engine synchronizes front-office trading with risk management and back-office settlement across multiple exchanges and currencies.
Firms use MoneyWare to serve affluent, high-net-worth and single- and multi-family-office clients across discretionary, non-discretionary and advisory services from one system.
Eight offerings, one MoneyWare platform
MoneyWare is the umbrella brand for the Ebix Fintech Capital Markets offerings. Each has its own detail page.
Wealth Management
Front-to-back wealth management platform.
View offering 02Asset Management
Investment operations for institutional managers.
View offering 03Investment Management
Trade order management and portfolio risk analytics.
View offering 04Lending Against Securities
Collateral and loan management.
View offering 05Custody Solution
Securities custody, settlement and asset servicing.
View offering 06Trust Banking
Fiduciary and trust management technology.
View offering 07Portfolio Management Services
Discretionary and non-discretionary portfolio management.
View offering 08Family Office
Single and multi-family office investment management.
View offeringCapabilities for the wealth and investment enterprise
A modular platform for client-facing, investment, risk, operations and reporting requirements.
Wealth Management
Run discretionary, non-discretionary and advisory services across the wealth lifecycle, from front office to back office.
Relationship Management
Manage accounts, contacts, leads, opportunity pipelines, meetings and action plans in one CRM, with mobile access.
Asset Management
Cover portfolio setup, model portfolios, order management and front-, middle- and back-office workflows.
Business Analytics & Reporting (BARS)
Use interactive dashboards, cross-tab analysis and standard or custom reports in Excel, HTML, Word and PDF formats.
Trust Banking
Support fiduciary and trust operations for estate planning and beneficiary management.
Islamic Wealth
Enable Sharia-compliant wealth processes and investment screening for regional clients.
Custody
Manage custody operations across trade instruction, settlement, corporate actions and position keeping.
Fund & Portfolio Accounting
Support fund administration, valuation, ledgers, reconciliations and financial reporting.
Investment Compliance
Configure investment restrictions, validate orders and manage exceptions across portfolios.
Securities Based Lending
Value equity, fund, fixed-income and other collateral, track margin calls and service term loans and credit lines.
Risk Monitoring
Apply Value at Risk, what-if and stress-testing analysis with stock-level attribution against blended benchmarks.
Revenue & Incentive Management
Calculate management, performance, advisory and transaction fees, revenue accruals, partner pay-outs and sales incentives.
Client Portal
Give clients access to holdings, reports, portfolio analytics, digital orders and service requests.
Advisor Workstation
Bring client activity, opportunities, meetings and action plans into one advisor workspace.
Digital experiences for clients and advisors
Serve self-directed, advisor-led and hybrid wealth journeys from shared client and portfolio information.
Advisor Dashboard
Give advisors client activity, notifications, alerts and meeting schedules alongside 360-degree portfolio reviews.
Client Portal & Mobile Experience
Give clients and relationship managers portfolio summaries, benchmark comparisons, alerts and supported orders on the go.
Portfolio Analytics
Give clients and advisors portfolio, performance, attribution and risk-analysis views.
Goal-Based Investing
Tag investments to goals, plan systematic investments and generate risk-based allocation and rebalancing recommendations.
Self Risk Profiling
Capture client risk profiles to support suitability-aware investment journeys.
Order Tracking
Keep clients and advisors informed as investment orders progress through processing and confirmation.
Connected across the investment lifecycle
MoneyWare coordinates the client, investment and operational processes that institutions need to manage together.
Onboard
Bring clients on through CRM-led KYC and account setup.
Advise
Build multi-goal plans and what-if scenarios against income and risk profile.
Invest
Execute multi-asset orders through Tradevizor across markets.
Monitor
Track net positions, risk and portfolio performance live.
Report
Deliver consolidated statements and revenue reporting automatically.
Built for complex financial institutions
Elevate Client Experience
Give every advisor a complete, real-time view of the client.
Improve Advisor Productivity
Replace fragmented CRM, portfolio and reporting tools with one system.
Strengthen Investment Oversight
Manage multi-asset portfolios with centralized risk and compliance controls.
Operate with Confidence
Support fiduciary, RIMS-based revenue and audit-ready reporting requirements.
Multi-Asset, Multi-Currency
Support portfolios across asset classes, markets and reporting currencies.
Modular Platform
Adopt integrated wealth, investment, custody, lending, compliance and reporting capabilities as required.
Operational control beyond the front office
Coordinate the investment and custody processes required for controlled, scalable operations.
Trade Processing
Manage order capture, trade processing, confirmation and monitored settlement activity.
Settlement
Support cash and securities settlement, settlement instructions and related reporting.
Corporate Actions
Process voluntary and mandatory events, entitlements, elections and event diaries.
Holding Reconciliation
Reconcile stock, cash and positions while maintaining controlled exception visibility.
Static Data
Maintain fund, security and position masters with maker-checker controls and a full audit trail.
Fees & Expense Management
Calculate client fees, manage expenses and reconcile revenue and commission income.
Designed to work within the enterprise architecture
Connect MoneyWare to the systems, market infrastructure and communication channels that underpin financial operations.
Core Banking Integration
Connect customer, account, balance and transaction processes with core banking environments.
API Integration Framework
Support HTTP, HTTPS, SOAP, file, FIX, XML, JSON and SWIFT message integrations.
SWIFT Connectivity
Support settlement instructions, custody messaging and integration with market infrastructure.
Market Data Integration
Connect to market-data providers including Bloomberg and Reuters where required by the operating model.
Email & SMS
Use communication integrations for onboarding, approvals, order notifications and report delivery.
Cloud Deployment
Support cloud-based application hosting and deployment models suited to enterprise operations.
Secure, Scalable Architecture
Use validation, cryptography, logging, exception handling and configurable processing within an integration architecture.
Built for institutional scale
Private Banks
High-net-worth and ultra-high-net-worth wealth platforms.
Wealth Firms
Advisor-led firms needing portfolio, CRM and reporting together.
Family Offices
Single and multi-family offices needing consolidated net-worth views, investor accounting and reporting.
Financial Institutions
Institutions expanding wealth management technology capabilities.
Related Solutions
MoneyWare connects with capital markets and digital intelligence capabilities.
MoneyWare Enterprise Platform FAQs
Common questions for wealth, asset-management, custody and investment-operations evaluation teams.
See MoneyWare in Action
See how MoneyWare can connect your wealth, investment and client operations on one platform.