Solution for Wealth Management
Overview
Challenges facing wealth management firms today are daunting. Clients are becoming
more sophisticated while margins are shrinking, and KYC (Know Your Customer) and
AML (Anti-Money Laundering) compliance issues are increasing the complexity of managing
client portfolios. To become a trusted advisor to their clients, improve client
retention and increase wallet share, financial institutions need to implement a
consolidated multi-channel wealth management platform that seamlessly integrates
all the components required for managing client portfolios.
As a leading financial solution provider, WealthCraft develops such a platform that
gives financial planners and advisors the means to differentiate in the market by
allowing them to deliver the utmost in service excellence, helps them consolidate
multiple data sources, stay informed of portfolio performance changes, apply unbiased
independent research to their product selections and client investment strategies,
and operate in compliance with government regulations.
Solution Portfolio
For wealth management firms, WealthCraft provides a total solution integrated with
three 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 the first contact,
trust retention, financial planning, proposal generation, and order management,
to sales and marketing management. With the total solution, wealth 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 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 financial
advisors 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: Financial advisors can fulfill
a complete order cycle in a single platform from first contact, customer retention,
financial planning, proposal generation, order management, to funds transaction
via the SWIFTNet Fund, account management, and customer relationship management.
- Automation: ATOMS Order Management System advanced
technology automates the order processing of clients’ investments and achieves Straight
Through Processing (STP) with our ATOMS Enterprise for SWIFTNet Funds.
- Comprehensive financial planning modules: Full suite
of financial planning modules includes a variety of calculators, risk profiling,
strategic assets allocation, product selection, hypothetical analysis, portfolio
rebalancing tools and proposal generation, providing clients an optimized investment
portfolio.
- 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 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 financial advisors
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.
- 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 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, financial planning, portfolio management,
and CRM, equipping financial advisors with all the tools they require for successful
wealth management.