Some Banks provide investment / wealth management services to clients with different characteristics based on the investment needs of the client and their risk tolerance. They also offer advisory services to their High Net worth customers. It's a service in which the portfolio manager provides an advice on all types of assets for their clients. Besides managing portfolios of Equity stocks, Mutual Fund / UITF and fixed income, the banks also cater to their loan requirements and Foreign Exchange banks also offer Employee provident fund and Custodian services to their customers.
By value driven sales through Mobile/Tablet Apps,Customer Portal
By Complete Automation of Front,Mid & Back office Operaions.
Localized to Philippines Regulatory Framework
Strong Product Roadmap allowing new features/modules availability well before time
Modules covered UITF, IMA, TOFA, Custodian, PERA, Provident Fund, Life Insurance Indenture, Real Estate Trust, Alternative Assets
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.