Sales Technology to help Private Wealth Advisors effectively manage the clients before, during and after the sale. It covers investment management tools, client web and investment research portal.
Trading Technology to provide a wide array of tools to manage, execute and book orders for various financial products such as equities, options, fixed income, structured notes, foreign exchange, mutual funds, IPOs, hedge funds, private equity, derivatives and cash equivalents.
Middle Office Tools to build applications that facilitate the front office and operations staff to perform various account maintenance functions, such as initiating wire transfers, approval of payments and managing of business exceptions using workflow tools.
Core Accounting Technology to build and maintain systems that provide portfolio valuation functions including tax-lot generation, using various depletion algorithms, gain/loss calculations, accretion amortization and yield calculations, calculations of investment returns on various asset classes and comparison to benchmarks.
Reporting Technology to design and maintain report-friendly databases containing all client investment data, and to generate client reports including e-confirms and monthly statements.
Banking Technology to develop and support online banking functions, such as bank depository accounts, automatic bill pay, ACH transfers, direct deposits, checking, debit and charge cards, loans and mortgages.
Compliance Technology to supply the necessary tools to monitor all Wealth Management business activity, addressing both regulatory and internal requirements.
Financial Systems Technology to provide timely and accurate financial information to manage the Wealth Management business, bill clients, post revenues and compensate sales teams. ( Less )
