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MoneyWare Wealth Management

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MoneyWare Wealth Management Solution

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"State Bank of India has partnered with Miles Software for its technology for the recently launched wealth management business. The solution was implemented in three months' and executed seamlessly in a cohesive manner. I am very impressed with the professionalism and commitment shown by Miles Software. The teams' approach in helping us overcome the challenge of integrating with multiple third party systems is highly commended. We are confident that this partnership with Miles Software will truly enhance our competitiveness in the market. "
Shiv Kumar Basin
CTO ' State Bank of India

Overview

MoneyWare Wealth Management Solution is a comprehensive solution with 360 degree view of the investment lifecycle from prospect management, client on-boarding to client portfolio view. The modular solution architecture and strong integration capabilities helps cover the complete life cycle of the wealth management value-chain from client on-boarding to portfolio management, through core business modules such as Client Relationship Management (CRM), Financial Planning, and Portfolio Management. It automates and integrates wealth management processes for seamless servicing of the gamut of offerings from a single point of access to multiple modules, while enhancing advisor productivity and minimizing total cost of ownership. The powerful and scalable solution with extensible functionality enable our clients to grow relationships, offer personalized service, and increase revenues.

MoneyWare Wealth Management Solution - Product Features

MoneyWare Wealth Management Solution Product Features

MoneyWare Wealth Management Solution Suite

MoneyWare Wealth Management Solution Suite

Solution benefits

To Wealth management business

  • Leverage the HNWI Opportunity
  • Robust Security Framework
  • Higher Operational Efficiency
  • Cash Flows: Support for non-uniforms coupons and repayments
  • Amortization and accretion of premium and discount
  • Partial Face Value Redemption
  • Structured Products : Supporting Unitized and Value Based Products
  • Ease of Enhancing Product Portfolio

To Wealth clients

  • 3600 view of all Investments
    • Enhanced Client Portal
    • Notifications and Alerts
    • Subscription / Redemption capture using Client Portal and Mobility Devices
    • Systematic Investments of Model Portfolio
  • Single repository for Information
  • Efficient & Prompt Responses
  • Integrated Web Portal with great UI experience

To the Wealth advisors / Relationship managers

  • Enhanced Sales Productivity
  • Enhanced Order Management, CRM, Profiling Module
  • Mobility Solution; Reports, CRM, Orders, Opportunity, Alerts & Notifications recording
  • Enhanced Reporting, Dashboards for AUM / Mobilization / Revenue/ Performance
  • Alerts & Notification
  • Maximize Revenue Opportunity
  • Real Time Communication with clients
  • Product innovation for clients
  • Increased Client Satisfaction

Investment Team

  • Enhanced Features for Alternate Assets, Private Equity and Fixed Income Module
  • Advanced Portfolio and Risk Analytics
  • Alerts Engine
  • Real-time integration with Broker/Exchange for execution
  • Rule based Investment & Compliance monitoring

Other benefits

  • Easy Interface with existing Core Banking & other legacy systems
  • Multiple delivery channels including Mobile, Internet, intranet
  • Document Management & Integration with Document Management System
  • Enhanced customer on-boarding process

Technology

MoneyWare Suite is built on Microsoft solution stack including the latest version of SQL Server and .NET technology framework. The web application seamlessly runs on Internet Explorer 11.1. The technical performance is superior and gives us an edge over competing solutions in meeting the demands of our customers.

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