Wealth Management & Family Office Solutions

Wealth Managers are incessantly challenged by their sophisticated clientele to provide innovative products and services with superior performance at low cost. Add to this the high expectations coming from company management, shareholders, and regulators as well as rising market complexity and the situation is ripe with opportunities for smart technology applications.

Expersoft PM1e solutions are capable of supporting the full range of Wealth Management services and products (including structured and alternative) provided by investment and retail banks, brokerage firms, family offices, trust departments, and investment and portfolio management firms.

With over 200 deployments in Wealth Management firms and departments, including small and medium organizations as well as global players, the Expersoft PM1e suite is proven to be highly scalable and reliable. Its modular components are built to promote a seamless Straight Through Processing of the data that is required by each system user to improve customer relationships and service, tighten cost control, and generate business growth.

Expersoft PM1e Wealth Management solutions deliver the following tools and functions, depending on the individual project requirements:

• Know Your Client (KYC) and Customer Relationship Management (CRM) processes to capture essential client data (wealth, risk profile, goals, etc.) and increase cross-sell and up-sell
• Powerful reporting and analytics capacities to measure and improve advisor productivity, cost control, and compliance
• Investment proposal generation to increase advisory service speed and quality (including online self-service)
• Flexible benchmarking for real-time evaluation, attribution, and comparison of performance and risk
• Risk management, scenarios and simulations for structured and unstructured products
• Core portfolio management capabilities for building model portfolios, automatic rebalancing, order generation and settlement with proactive compliance checks and alerts, etc.

To find out more about the PM1e components for Wealth Management solutions, follow this link.