Intelligent Office Wealth Management

Intelligent Office Wealth Management supports every aspect of the wealth management process, with workflow solutions for the diverse needs of the industry. As the demand for more holistic financial planning service increases, we understand to win client confidence, you need the tools that enhance your ability to make informed recommendations and manage portfolios effectively, while giving you the time and capabilities to strengthen client relationships through sophisticated portfolio management with robust financial planning and analysis.

Combining essential wealth management tools, real time market data and back office processing into one comprehensive solution, Intelligent Office Wealth Management enables you to eradicate the time consuming nature involved with administrative processes in order for you to advise and service your client’s investments and wealth.

Functionally Rich

Intelligent Office Wealth Management is a comprehensive solution within one platform offering integrated POS, support and back office capabilities. Some of the integrated functionality includes:

• Integrated performance reporting offering you and your clients valuable insight into the performance of their assets
• Robust client reporting including portfolio reports with performance measurement, asset allocation reports and financial planning reports
• Goal based planning enabling you to plan for real-life events with integrated asset allocation functionality using the Financial Planning module
• Seamless integration with your client and account information across wealth management functions into one single workflow

Using Intelligent Office Wealth Management will enable you to:

• Increase productivity through timely and consolidated information presented in a single workflow solution eliminating manual data entry
• Improve the quality of service you offer your clients with consistent advice, recommendations and customised reporting
• Manage your clients effectively using the sophisticated tools and range of real time information
• Provide a holistic view of your client’s current assets
• Produce scheduled real time valuations from our wide range of providers