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MoneyWare Mobile App

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MoneyWare Mobile App for Clients and Wealth Advisors

Wealth Management Financial Planning Portfolio Management System Portfolio Risk & Analytics Family Office Solutions Fund Accounting Real Time Trade Execution Revenue & Incentive Management Mobile Solutions Islamic Banking Solutions Trust Banking Solutions Fund Management UCITS, Derivatives and Liquidity Monitoring Global Disclosures Monitoring AIFMD + Annex IV Reporting Fundware for Depositaries Enterprise Data Management Pension Funds Lending Solutions & Collateral Management Custody Solutions Reporting Services Wealth Management Asset Management Portfolio Management Financial Planning Family Office Solutions Fund Management Pension Funds Regulatory Reporting Revenue and Incentive Management Collateral Management Lending Custody Services Trust Banking Solutions Managed Services Support & Integration Services SaaS Investment Compliance and Regulatory Reporting Fund accounting software Order-Management-Software Order Management solution Wealth management on Mobile Financial Planning Software Asset management software Asset Management Solution Portfolio Management System

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Now your world at your fingertips.

MoneyWare Mobile App is a comprehensive solution that helps advisors and investment managers to enhance their client experience and retention.

The App provides the end-users with greater transparency through real-time access to tailored views of information helping the clients to engage in an ongoing interactive communication. The solution has potential for revolutionizing advisor/client interactions.

Value Proposition

  • Native App provides the users with best experience
  • 360 degree portfolio reviews and presentations anytime, anywhere
  • Improves efficiency and effectiveness
  • Provides real time information with multi-media content
  • Complete control on their investments at a spur
  • Easy, scalable and flexible platform
  • Rapid deployment of the solution
  • Intuitive user experience running seamlessly on Windows platform.

Solution Benefits to the Clients

  • Accessibility to information anywhere, anytime
  • Portfolio Summary with snapshot of:
    • Consolidated investments across Asset classes
    • Clients net income
    • Breakup of holdings
    • Comparison of Portfolio & Benchmark performance
    • Performance overview : Asset wise XIRR returns and comparison with Benchmark returns
    • Sector Allocation overview
  • Online order placement for mutual funds
  • View order and transaction history
  • Get Alerts on SIP, Insurance premium, Dividend, Interest due, FMPs

Solution Benefits to Financial Advisors/Relationship Manager

The Benefits enables not just single interactions but helps to sustain relationships that can last for many years

  • Access to client and prospect data
  • Add new prospects and update profile of existing prospects
  • Fix up appointments with clients/prospects and capture corresponding meeting notes
  • 360 degree view of clients and prospects
  • Portfolio and performance details to support financial planning such as Asset Allocation, Risk profiling, Performance benchmark
  • Order placement for Mutual funds
  • Order and Transaction history for clients
  • Product category wise Holding Details
  • Get Alerts on SIP, Insurance premium, Dividend, Interest due, FMPs and personal information on clients
  • NAV Generation with Simulated NAV

Wealth Management Financial Planning Portfolio Management System Portfolio Risk & Analytics Family Office Solutions Fund Accounting Real Time Trade Execution Revenue & Incentive Management Mobile Solutions Islamic Banking Solutions Trust Banking Solutions Fund Management UCITS, Derivatives and Liquidity Monitoring Global Disclosures Monitoring AIFMD + Annex IV Reporting Fundware for Depositaries Enterprise Data Management Pension Funds Lending Solutions & Collateral Management Custody Solutions Reporting Services Wealth Management Asset Management Portfolio Management Financial Planning Family Office Solutions Fund Management Pension Funds Regulatory Reporting Revenue and Incentive Management Collateral Management Lending Custody Services Trust Banking Solutions Managed Services Support & Integration Services SaaS Investment Compliance and Regulatory Reporting Fund accounting software Order-Management-Software Order Management solution Wealth management on Mobile Financial Planning SoftwareAsset management software Asset Management Solution Portfolio Management System