MoneyWare
Wealth Management Solution
Strengthen client relationships and optimize operations
with an integrated technology platform.
MoneyWare is an integrated Wealth Management platform designed to allow wealth managers to run their complete business life cycle from front office to back office, without having to use multiple systems. It enables wealth management firms to service all type of client segments including highly affluent, high net worth individuals and single and multi-family offices.
The wealth management software suite is flexible and customizable helping clients address client management, financial advisory, portfolio management, compliance and client reporting & accounting. Wealth management systems like MoneyWare support discretionary, non–discretionary and advisory services.
Global banks and
financial institutions
prefer MoneyWare
Scalable solution with
extensible functionality
Frees up time to invest
in relationships
Seamless interface integrates
with core banking and
3rd party systems
Cross-sell and up-sell
products and services easily
Increase opportunities
for revenue generation
Enhance advisor
productivity
Minimize TCO (total
cost of ownership)
MoneyWare Wealth Management Solution
is packed with features
Keep the customer at the centre of every engagement and use one
platform to close more deals
A single, specialized and comprehensive investment management solution for Family Offices
MoneyWare mobile app solution for wealth managers enables them you to multi-task and manage your business on the go
Implement innovative investment strategies for effective and efficient portfolio management
Making investment advisory and delivery of services impactful, significant and ready for the new generation of investors
Enhance customer experience with MoneyWare’s Wealth Management Reporting Software.
Benefits everybody in Wealth Management
Business
Leverage the HNWI network
Robust security framework
Higher operational efficiency
Cash Flows: support for non-uniform 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
Clients
360 degree view of all investments
Notifications and alerts
Subscription / Redemption capture using client portal and mobility devices
Systematic investments of model portfolio
Single repository for information
Efficient and prompt responses
Integrated web portal with great UI experience
Advisors/Managers
Access to 360 degree view of client and prospect
Add new prospects and update profile of existing prospects
Fix up appointments with clients/prospects and capture corresponding meeting notes
View client portfolio and performance
Order placement for mutual funds
View order and transaction history for clients
Product category wise holding details
Get alerts on SIP, insurance premium, dividend and investment maturities
Investment Teams
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 and compliance monitoring
Miles Software Leader in IBS Intelligence Sales League Table 2018
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Or write to us at info@milessoft.com
Call us on +91-22-68331464 (Sales & Marketing)
Or just get a demo and assess the advantage!