We Help You Grow Your Client’s
Wealth & Assets
As a financial services provider, you are under tremendous pressure to grow your client’s wealth and make smart investment decisions. You want your portfolio, wealth and AUM (Assets Under Management) to achieve optimal performance.
Our comprehensive suite of services including Moneyware, our #1 ranking Private Banking solution suite, InvestmentPro, our Cloud based investment management solution platform, and technology innovated services brings a whole new dimension of ease, agility, analysis and intelligence to wealth, portfolio and asset management.
Find out how you can make effective and informed decisions, deliver measurable results and keep customers delighted.
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Wealth management solution
wealth and asset
servicing 300+ clients
What Our Clients
“MoneyWare Custody has allowed us to meet our dynamic client demands and expectations in terms of services and quality of reports. The solution has helped Bank One to be at par with the competitors and in some cases go beyond. It is always a pleasure to work with Miles Software for the prompt support where they are always ready to go that extra mile to ensure client satisfaction.”
“We have been using MoneyWare Wealth Management Suite since 2011. Recently we upgraded it from version 11.1 to 15.3 to focus on enhanced customer experience. Miles leveraged its expertise in financial service technology space and implemented a system that was suitable for Tata Capital. The new interface will help us to achieve quicker processing time and be more competitive to facilitate future growth.”
“State Bank of India has partnered with Miles Software for its wealth management technology solution. The solution was implemented in three months and executed seamlessly in a cohesive manner. I am very impressed with the professionalism and commitment and the team’s’ approach in helping us overcome the challenge of integrating with multiple third party systems. We are confident that this partnership with Miles Software will truly enhance our competitiveness in the market.”
“Financial advisors present the customer portfolio sliced and diced with every conceivable piece of information. Customers feel their investments are taken care of, which leads to stronger relationships”.
“We have found the people at Miles Software to be professional in their approach, very knowledgeable and always keen to help. The system enhancement for our particular needs, and the subsequent installation was effortless and the software has been proved to be stable”.
We are using FundWare Investment Compliance & Regulatory Reporting solution for over a year. FundWare enables us to do daily compliance check for UCITS rules, along with the Annex IV reporting, Liquidity and Leverage monitoring under AIFMD. The solution has helped us manage multiple regulatory requirements of our clients under a single technology solution, bringing in operation efficiencies and cost reduction. The support team has been very responsive to our needs and have the technical and functional expertise to meet our requirements.
“MoneyWare Fund Management enables our asset managers to focus on growing client investments that boosts trust and confidence. And the cost savings and regulatory compliance is a big plus”.
“MoneyWare custody is a scalable and stable solution. It has enabled the bank to improve operational efficiency and provide a total view of all accounts and interactions it has with its customers. Additionally, the solution also improves the quality and consistency of services to our clients”.
“Miles has proven their expertise in the financial domain by deploying a cost-effective solution for our custodial business. We are delighted with the commitment and professionalism shown by the Miles team during the implementation & support of the custodial software”.
“We are delighted to collaborate with Miles Software in a quest to drive our new lending portfolio – Loans Against Securities for our newly launched consumer finance business. This partnership aims to leverage their platform and domain expertise to provide a seamless financing experience to our customers on the MoneyWare Collateral Based lending platform. The team has an excellent record of accomplishment on the domain. Their swift deployment has helped us launch products quickly with simplicity and innovation”.
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+91-22-66518464 (Sales & Marketing)