The wealth management solution suite has the capabilities of automating the entire suite of investments during the lifecycle of wealth creation, growth and management. Further enhancing the Miles Advantage of covering a wide array of asset class like mutual fund, equity, fixed income instruments, real estate and commodities, the solution also covers the entire custmer management lifecycle. The solution aims at reducing the transaction
time thereby increasing the operational efficiency.
The wealth management solution covers following modules:
- Wealth Management
- Revenue Management
- Financial Planning
- FA Workstation