Solution for Asset Management
Overview
Asset management firms are focusing on customers more than products in order to improve
investor confidence and provide long-term investment recommendations.
Increasing fund volumes, falling margins, risk exposure in capital markets, the level of
choice, and liquidity are surely challenges to be met , but there has been significant growth
in the market spurred on by the convenience offered by mutual and unit-linked products.
As a result, sophisticated funds trading systems that offer scalability in operations and
streamlined management for unit trusts and other investment products are in great demand.
With WealthCraft, planning, deployment, and optimization of enterprise-class
customer management solutions is simpler and more secure. Firms can then more efficiently
manage assets, increase revenue, reduce transactional cost, enhance productivity, and improve
overall customer satisfaction and retention.
Solution Portfolio
For asset management firms, WealthCraft provides a total solution integrated with
core modules tailored to the industry specific needs:
-
Advisor Workbench
-
ATOMS Order Management
-
ATOMS Enterprise
for SWIFTNet Funds
The total solution streamlines one-stop business processes from the first contact,
trust retention, portfolio generation, and order management, to sales and marketing
management. With the total solution, asset management firms are able to invest in
a single platform to drive their financial applications, product distribution, and
services in a multi-channel, multi-departmental, integrated environment.
Features
- Easy-to-use: Compact and user-friendly menu decreases
stress and puts fun back into your work. Just pick-and-click can create high productivity
and release yourself from repetitive detailed administrative tasks. Even new asset
managers lacking IT knowledge can easily operate the system.
- Works on your way: Smart open plug-and-components
enables a user-defined dashboard, user-defined email alert system, user-defined
product information, and even user-defined new entities or fields or business logic
that automates repetitive tasks
- One-stop workflow: Asset managers can fulfill a complete
order cycle in a single platform from first contact, customer retention, portfolio
generation, order management, to funds transaction via the SWIFTNet Fund, account
management, and customer relationship management.
- Automation: ATOMS Order Management System fully automates
the account opening processing of clients’ investments and achieves Straight Through
Processing (STP) with our ATOMS Enterprise for SWIFTNet Funds.
- Mutual Fund Trading: Robot system handles funds subscription,
redemption, switch, and transfer via SWIFTNet Fund on a secure web base.
- Nominee Portfolio Management: keeps track of account
relationships, holding balances, bulk orders and transactions with transfer agents,
and reconciliation of holdings with transfer agents via SWIFT messages.
- Multi-language support: available with four languages,
English, Traditional Chinese, Simplified Chinese, and Japanese.
- Powerful search engine: Advanced searching tools and
partnership with product data providers enabling users to instantly access data
from large volumes of client or product data.
- Tight integration with Microsoft® Office:
delivers a familiar and consistent user experience based on popular Microsoft Office
and Microsoft Office Outlook. Makes it easy to get the information asset managers
need to know, serve and impress their clients.
Benefits
- Total Client Visibility: The total solution gives
financial institutions a 360° view of important client information, making it possible
to see and analyze client portfolios, transaction histories and potential opportunities.
- Increased Revenue: The total solution allows financial
advisors to store client information in one system. This, along with its Portfolio
Management and Analytics Module, makes it easier to cross-reference, cross-sell
and up-sell, and ultimately drive profit and growth. This integrated platform also
enables financial institutions to move from product pushing to portfolio management.
- Improve Customer Retention: Integrated with Microsoft
CRM, the total solution provides a complete history and management of the client’s
relationship with the institution. Real-time alerts of performance changes allow
constant monitoring of a client’s portfolio and client purchasing patterns to be
used to forecast opportunities, helping financial institutions tailor their strategies
to actual client needs and improve customer retention rates.
- Enhanced Regulatory Compliance: The total solution
fully integrates document and email systems while providing an audit trail to log
action on the systems record.
- A True Vertical Solution: It is truly vertical platform
that offers integrated market research, portfolio management, transaction management
and CRM, equipping asset managers with all the tools they require for successful
asset management.