Digitize Wealth Management. Unlock New Possibilities
Finacle Wealth Management offers a unified platform that provides a full spectrum of wealth products and services. By empowering advisors with tools and insights, this solution enables the delivery of personalized investment strategies leading to exceptional client experiences. The platform allows for streamlined operations, optimized processes, and provides a comprehensive range of wealth products to enhance client journeys. Its flexible design seamlessly integrates with core banking systems and market data providers, fostering innovation and operational efficiency. Whether you are a universal bank, private institution, or wealth management firm, Finacle Wealth Management helps in building diverse portfolios, gaining a competitive edge, and increasing client satisfaction.
Empower Clients and Advisors With a Unified, Multi-Asset Platform
Finacle Wealth Management offers a comprehensive solution that allows investors and their relationship managers to transact in thousands of products across 12 asset classes. This state-of-the-art multi-entity platform integrates a seamless onboarding journey, portfolio consolidation across various asset classes such as Mutual Funds, Equity, Bonds, Insurance, Structures, PMS, Private Equity, and more. The product easily integrates with multiple surround systems to provide advanced analytics reports to clients for effective monitoring and review.
Advanced Architecture for Future-Proof Investments
Featuring a cloud-native, API-driven design, Finacle Wealth Management is built to future-proof investments. The modular architecture offers maximum flexibility and collaboration within the financial services industry. Institutions like DBS have leveraged this advanced architecture to streamline wealth product offerings and accelerate deployment across multiple markets. Through smart product bundling, banks can expand their portfolios to include Bonds, Equity, Retirement Accounts, Structured Products, Insurance, Margin Finance, and IPO capabilities.
Empower Advisors for Exceptional Client Outcomes
Finacle Wealth Management elevates client experiences by empowering advisors with insights, collaboration tools, and the ability to deliver tailored advice. Advisors can gain holistic client insights with detailed profiles, financial planning, and risk assessments. Strengthening advisor-client relationships through timely portfolio updates and rebalancing insights, this solution optimizes client portfolio performance with automated recommendations, deviation alerts, and rebalancing tools.
Maximize Operational Efficiency and Reduce Costs
By simplifying operations and lowering the total cost of ownership (TCO), Finacle Wealth Management helps in maximizing operational efficiency. The solution offers automation and intelligent governance to streamline back-office operations like order management, fees, reconciliation, and more. Enhancing communication between front and back-office, automating SWIFT messages, and simplifying corporate action processing, Finacle Wealth Management helps in seamless integration with enterprise applications for proactive risk mitigation, automated exception handling, and centralized compliance reporting.
Drive Internal and External Growth Through Innovation
Finacle Wealth Management spurs innovation with a library of 350+ APIs, enabling easy integration with systems, process streamlining, and staying ahead of the curve. By focusing on configuration & extensibility for accelerating new product rollout and tapping into a curated ecosystem of innovations on Finacle's App Center, this platform encourages collaboration with industry leaders and fintechs to drive internal and external growth through co-innovation aligned with emerging trends.