Wealth Management

Wealth Management solution is software tool for wealth management institutions, allowing to provide customer wealth management in operative and effective way.

Solutions allow wealth management institution, to spend time on important decisions, and routine activities do automatically or controlled way.

Key Features

Account Types

For wealth management are used one or several money or share accounts

Multi-currency Account

Wealth management accounting is provided using multi-currency accounts: EUR, USD, … .

Currency Exchange Rates

Currency exchange rates are loaded automatically (ECB,…)

Security Prices

Security prices are loaded automatically from the cloud, and using different prepared sources:(Stock Exchanges, Google finance, Yahoo finance, ..)

Wealth Management Fees

Automatically estimated and calculated fees (successes, consulting).

Reports

Wealth management process result and other analytical reports

Customer Report

Report give whole view of customer wealth management current situation.

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