Wealth Management - An integrated
solution for managing complete wealth management
cycle
Key
Product Feature
Facilitates Buy and sell of mutual funds
with suggestive actions driven by market
volatility
Pre-confirmation screen to re-authenticate
transaction for enhanced security
Prompt user to accept/reject the rate
with in the predefined time.
Facility for the user to initiate either
a full/partial redemption in number of
units or amounts
Payment Gateway Interface Service for
Payment Settlement.
Provision for purchase of fresh units
of a new fund or additional units of an
existing fund and User can initiate a
dull/partial switch.
Consolidated view of holdings at multi
levels with the ability to drill down
from one level to other providing a view
of Holding pattern and details
Provides detailed portfolio analytic
reports with the ability to drill down
to the security level
Allow setting up transaction limits for different
user profiles for different transaction types
and associated workflow during transaction
initiation payouts
"A
decision enablement tool that consolidates
customer holdings across countries, currencies
and asset classes"
Provides
a consolidated analytics using rich
graphics helping in timely investment
decisions
