Wealth Management Solutions

In a competitive market, providers of wealth management services are necessarily forming their IT strategies to help build differentiating factors in order to gain and retain customers and their assets. The right IT resources can help wealth management firms to:

• Improve client service, from reporting to call centers.
• Attract and retain top advisor and/or customer service talent.
• Reduce operational and administrative inefficiencies.
• Generate added revenue by rapidly developing and deploying new value-adding products and services
• Achieve real competitive advantage

IBSS brings together domain knowledge, technological capabilities and its global delivery model to offer the best results and returns on your IT investment.

IBSS Integrated Wealth Management Application

IBSS helps its clients in developing specialized modules in various categories of wealth management services such as:

Relationship Management

• Client profiling & segmentation
• Proposal generation
• Web-collaboration
• Multi-dimensional and multi-channel relationship management

Portfolio Management

• Account tracking(holdings and transactions)
• Tracking of other assets and liabilities (insurance policies, real estate, art, investment loans, investments held at other institutions, etc.)
• Maturity ladders and cash flow projections
• On-line consolidated statements

Statements and Performance Reporting

• Consolidation of statement data (internal and external aggregation)
• Appropriate market commentary
• Mass-customization and delivery solutions

Decision Support and Business Management

• Advisor tools & resources (data, news, research reports, calculators, financial planning, advice engines, etc.)
• Management reporting
• Service monitoring
• Performance measurement
• Client profitability

Please contact us to learn more about our technology services for wealth management institutions/organizations.