Global WealthES
Global WealthES™ is a robust Wealth Management platform tailored for large and medium-sized financial institutions. It streamlines processes through end-to-end features, ensuring efficient financial planning, investment management, and account administration. With integrated portfolio accounting, compliance automation, and advanced analytics, it supports informed decision-making and enhances client engagement across mobile devices.
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Top Global WealthES Features
- End-to-end wealth management
- Integrated portfolio accounting
- Automated compliance reviews
- Real-time trade execution
- Advanced data analytics
- Mobile access on any device
- Client access portal
- Performance measurement tools
- Extensive reporting capabilities
- Straight-through processing
- Investment management solutions
- Financial planning tools
- Account administration features
- Securities processing integration
- Trade integration with 400 brokers
- Customizable client reports
- Built-in data mining tools
- User-friendly interface
- Multi-device compatibility
- Business intelligence insights.
