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

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

Prospect profiling and sophisticated tools for advisors to convert opportunities

Scalable for building portfolio across all products and asset classes

Single, consolidated revenue repository

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


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


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


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


Or write to us at
Call us on +91-22-68331464 (Sales & Marketing)
Or just get a demo and assess the advantage!