Solution for Investor & Broker
Overview
In the increasingly fast-paced world, financial services companies are struggling
to keep up with both internal and external requirements. To stay competitive, systems
for fulfilling these demands must be efficient, relevant and always evolving.
WealthCraft solution is specifically designed to help brokers and other investment
professionals remain focused on their quest to offer value-added financial and investment
services to their clientele.
Solution Portfolio
For investors and brokers, WealthCraft provides a total solution integrated with
two core products 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 portfolio generation,
order management, and fund trading, to sales and marketing management. With the
total solution, brokers and investors can only invest in a single platform to drive
their financial applications, product distribution, and services in a multi-channel,
multi-departmental 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 you from repetitive detailed administrative tasks. Even new brokers
or investors 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: Brokers/investors can fulfill a
complete order cycle in a single platform from portfolio generation, order management,
and fund trading, to customer relationship management.
- Automation: ATOMS Order Management System fully automates
the account opening processing and achieves Straight Through Processing (STP) with
our ATOMS Enterprise for SWIFTNet Funds.
- Portfolio Management: Advanced portfolio management
tools enables brokers/investors to construct tailored portfolio, present in-depth
analytics, manage accounts for clients.
- Multi-language support available in four languages:
English, Traditional Chinese, Simplified Chinese, and Japanese.
- Powerful search engine: Advanced searching tools and
partnership with product data providers enables 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 brokers/investors
need to know, serve and impress their clients.
Benefits
- Total Client Visibility: The total solution gives
brokers/investors 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 insurer
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 insurance
companies to move from product pushing to portfolio management.
- Improved 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 insurers 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 brokers/investors with all the tools they require for successful
financial services.