Finantix - Wealth Management

Overview
Branch Innovation
Wealth Management
Financial Planning
Lending
CRM
Marketing and Analytics
Process Manager
Financial Intelligence
Multi-channel Integration Framework
Finantix Studio

Wealth Management

With the right mix of client relationship features, asset management capabilities and financial planning functionalities Finantix OneWealth™ empowers financial institutions to tap into the mass affluent and private banking market and achieve quality relationships, while maintaining an optimal ratio of client care versus the cost of the relationship.
OneWealth™ provides tools and process support to empower every stage of the wealth management process: identifying customer needs and managing the relationship; comprehensive financial planning; informed decision-making; portfolio analysis and optimization, real-time transaction and position update; advanced analysis and reporting.

Solution features:
	Provides a consistent customer view and aggregated real-time wealth position across all business channels
	Integrates client, market and product information with planning tools and transactional services within the context of the financial adviser’s daily workflows
	Offers comprehensive financial advice, asset allocation, portfolio modeling and lifeevent planning
	Generates cross-selling opportunities, personalized advice and rule-based alerts within client relationship processest
	Presents enhanced measurements, analyses and reports on client value as well as profitability, portfolio development, opportunity status, relationship effectiveness and financial advisor performance


Benefits:
	An integrated position of the client
	Highly sophisticated portfolio analytics
	Support for defining and tracking client goals
	Financial planning and asset allocation tools
	Hot lists highlighting clients that require actions
	A rich financial information portal
	Transactional capabilities on all investment products


	> HOME > CONTACTS > SITE MAP