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An integrated
distribution support suite that enables financial organizations
to integrate and consolidate customer data, enterprise applications
and disparate administration systems |
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Supports mutual
funds, retail bonds & equity-linked investment products distribution |
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100% browser-based,
fully J2EE-compliant, with multi-language (including double-byte
capability) and multi-currency support |
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Enables organizations to dramatically
reduce training & support times, product implementation time and costs, and maintenance costs
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Clients |
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iWealth
A Web-Based Wealth Management System |
Product Overview  |
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iWealth is designed
for financial institutions and insurance companies
focused on the most profitable customer segment-high
net worth individuals. Its customer-centric approach
and one-to-one marketing features will help you to
increase customer acquisition, retention, and profitability
while by delivering outstanding customer service.
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| Features |
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The iWealth platform provides two
key benefits, delivered on a Web-based platform:
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Allows personalized,
convenient and proactive services from your
producers that help your customers achieve
their investment objectives |
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Provides you with the
right tools to identify your best customers
for cross-selling opportunities and relationship
pricing through instant profitability analysis
by the system |
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| System Highlights |
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Support a wide range of financial instruments |
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iWealth allows financial institutions
to manage their customers’ total net worth, including
portfolio holdings
such as mutual funds, bonds, equity-linked deposits,
high-value deposits, stocks, insurance (available when
used with iLife), and more.
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Support multiple distribution and service channels |
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iWealth provides information to customers
across various distribution channels including branch
offices, Internet, wireless, call centers, IVR, etc.
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The simplicity of a Web-based platform, the breadth of a mature product |
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Day
to day management of a wide array of products is supported,
including
mutual funds, bonds, equity-linked deposits
and notes, high value deposits, stocks, and
more. Key features/capabilities of the system
include:
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Multi-branch support |
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Multi-currency support |
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Multi-channel support (e.g.
branch offices, Internet /intranet, wireless,
call center, IVR) |
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Multi-language support |
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Multi-product support |
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Multi-customer account support |
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Rule-based flexibility for
charging, pricing and product structure |
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Scheduled and ad-hoc reporting
support |
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Interfaces to external systems |
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Comprehensive Security Support |
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