Wealth Management
An integrated wealth management platform for running the complete business life cycle, from front office to back office, without multiple systems.
One platform for every client segment
MoneyWare Wealth Management lets wealth management firms serve every client segment — highly affluent and high-net-worth individuals, and single and multi-family offices — from one platform.
The suite is flexible and configurable across client management, financial advisory, portfolio management, compliance, and client reporting and accounting, and it supports discretionary, non-discretionary and advisory services.
Built for
- Private banks and wealth firms
- Affluent and high-net-worth clients
- Single and multi-family offices
- Discretionary, non-discretionary and advisory services
Modules across the wealth business
Capabilities that work together on one wealth management platform.
Customer Relationship Management
Keep the client at the centre of every engagement and manage opportunities on one platform.
Financial Planning
Prospect profiling and planning tools that help advisors convert opportunities.
Portfolio Management
Implement investment strategies for effective and efficient portfolio management.
Order & Trade Management
Build portfolios across all products and asset classes with scalable order and trade handling.
Revenue & Incentive Management
Keep revenue in a single, consolidated repository.
Mobility
A mobile app that lets wealth managers multi-task and manage their business on the go.
Benefits for everyone in wealth management
Clients
- A 360-degree view of all investments
- Notifications and alerts
- Subscriptions and redemptions through the client portal and mobile devices
- Systematic investments in model portfolios
Advisors and Managers
- A 360-degree view of clients and prospects
- Appointments and meeting notes
- Client portfolio and performance views
- Order and transaction history
Investment Teams
- Features for alternative assets, private equity and fixed income
- Portfolio and risk analytics with an alerts engine
- Real-time integration with brokers and exchanges for execution
- Rule-based investment and compliance monitoring
Outcomes for wealth firms
Grow Client Relationships
Cross-sell and up-sell products and services more easily.
Enhance Advisor Productivity
Free up time for advisors to invest in client relationships.
Connect Existing Systems
Integrate with core banking and third-party systems through a seamless interface.
Scale with the Business
Extend a scalable solution as the business and product range grow.
Related Solutions
Wealth Management works alongside the other MoneyWare offerings.
See Wealth Management in Action
See how MoneyWare Wealth Management can support your client, advisor and investment teams.