SmartWealth

Digital Wealth Management Solution to Manage
Financial Multi-Asset Classes.

Digitization of Wealth Management to enable Financial Distributors to work seamlessly, efficiently & service their clients

Banks & financial institutions are automating to scale wealth management distribution business with ease, accuracy and reduced TCO

Wealth Management platform supporting multi-asset classes such as mutual fund, direct equities, SGB, Fixed income/Debts/NCD etc.

Financial planning of clients to define goals considering risk profiling & track it.

Single Dashboard client view to give snapshot of his/her wealth.

Onboarding of customers is moving from costly paper trails to digitized solution.

Multiple digital channels :Invest through customer portal, handheld devices, Call center, RM assisted channels

Win over your challenges with SmartWealth

SmartWealth is an end-to-end Wealth Management Software offering that handles multiple asset classes. It offers seamless back office, front office & customer interface. Supports multi-asset classes like a mutual fund, alternative products like PMS, AIF, SP, Bonds, SGB, Fixed income/Debts/NCD etc.
SmartWealth enables interactive service delivery to customers, provide real-time processing with enhanced functionalities, and can scale significantly.

Integrated SmartWealth Suite

Features

Customer Portal

Instant digital onboarding of customer with eKYC & risk profiling
Comprehensive multi-asset portfolio dashboard & alerts
Digital goal planning, execution & tracking
Support for handheld devices/Responsive Designs
Robo assisted fund selection

Advisor/RM/Sub-broker portal

Comprehensive RM/Advisor dashboard & reports
Comprehensive customer portfolio with analytics
RM assisted customer onboarding, financial planning, transaction execution & scheduling of reports/alerts
Prospect & campaign management
RM targets & incentive management

Advisor/RM/Sub-broker portal

Comprehensive RM/Advisor dashboard & reports
Comprehensive customer portfolio with analytics
RM assisted customer onboarding, financial planning, transaction execution & scheduling of reports/alerts
Prospect & campaign management
RM targets & incentive management

Operations Portal

Customer categories supported are Individual, Minor, HUF, NRI, and Corporates
Supported Account hierarchy – Family, Individual, Account level
Dashboard for Risk Profiling, Goal Planning & Tracking Reports
Integration with various data service providers & existing core systems like DMS, core banking & others
Rule based revenue calculation (Upfront, Annualized, Trail, Incentive & Claw-back) & reconciliation
Seamless order processing & reverse feed via interfacing to RTA, BSE Star & other providers
Customer Portfolio Returns Calculation
Comprehensive/customizable report module