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Credence Asset Management System iDeal Wealth & Funds

Empower your customers by providing a 360 degree view of their Assets

The financial services industry highly values portfolio & asset management systems to drive efficiencies for wealth managers, asset managers and advisors while enhancing decision making and improving relationships with their clients. In today’s complex and competitive investment landscape, asset managers rely on technology to keep them ahead of the curve.

How can we Help?

iDEAL Wealth & Funds is a unified and integrated portfolio & asset management and client relationship management solution to deliver the tools needed across the entire enterprise—from front, middle and back offices—on a single platform. The solution offers portfolio tools, reliable data and calculations to streamline workflows and support the objectives of end users, while improving investment managers’ ability to effectively communicate portfolio performance and deliver returns for the clients they serve.

Ideal Wealth & Funds

Ideal Wealth & Funds is a unified investments management platform which completely automates business needs of wealth management, custody, provident fund, private banking division.

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Ideal Wealth & Funds is a Unified Investments Management Solutions

Customer Success

Case Studies

Our case studies are the evidence of our hard work and determination

 
 
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Supporting operations of India’s 2nd largest private life insurance companies with over 25 users across all departments.

A leading global insurance provider serving 90 million customers world wide with a  portfolio size of over INR 10000 Cr.