Custodians have a complex product ecosystem when one considers the vast array of available services. From safekeeping of securities to arranging transactions for precious metals and record keeping to settlements globally, it is not surprising to find the fee-based business is an oft-neglected source of revenue for banks with global reach. Pricing and product management is challenging in this complex environment.
As the pivotal piece in the settlement and reconciliation of securities for institutions globally, custodian banks require technology solutions that improve the value they deliver, while allowing for increased profitability. As the central point between other banks and various infrastructures, straight-through processing (STP) is a key variable in the service they deliver and the ability to charge differentially for that service.
Ideal Wealth & Funds – Custody Management is a complete custody and settlements software system specifically designed for securities custodians.
Each market is different. Ideal Wealth & Funds – Custody Management is delivered in customized versions for each country. The functionality of each version is market specific and truly reflects the custody and settlement practices in that market.
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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Our case studies are the evidence of our hard work and determination
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.