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FLEXCUBE Wealth Manager
 

As you look for innovative ways to grow your private banking business, a specific area of focus is the mass affluent and the high-net-worth customer. And, to capture this market, you need:

  Tailored services that maximize returns and secure investments
  A singular view of customers' portfolio and relationships
  Easy-to-access financial analyses and portfolio management
  Quick responses to an evolving market

For your organization, the challenge lies in procuring a sophisticated solution, a solution to help you break up back-end services into simpler products that can be serviced by existing systems.

FLEXCUBE® Private Banking Suite, i-flex's latest offering for private bankers and wealth managers, is built to meet these exacting demands. The suite offers a wealth management portal, a customer interaction tool for the wealth manager, and a sophisticated portfolio management capability.

The FLEXCUBE Private Banking Suite will help you and your customers plan, execute, administer and monitor their wealth portfolio.




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   FLEXCUBE Private Banking Suite
   

Plan

  Create financial plans tailored to customer goals
  Customized asset allocation models and multi-currency portfolios to manage specific profiles and customer preferences
  A 'Simulator' to make mock investments on portfolios and immediately view the results

Execute

  Robust order management system to trade and rapidly respond to market changes
  A rapid integration engine to integrate with order management systems and product processors

Administer

  Held-away and self-managed assets to track overall asset management and performance

Monitor

  Defined benchmarks at individual portfolio and overall levels for comprehensive assessment
  Multi-dimensional portfolio analysis that includes collective investment schemes and discretionary portfolios
  Intuitive user interfaces incorporating dashboards, summary information and detailed analyses

i-flex Launches FLEXCUBE Private Banking Suite. Read more...


To know more about the FLEXCUBE Private Banking Suite or to talk to our representatives, contact us.

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  Last updated on : 31-Dec-2007
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