Mid-size banks
• We understand the challenges   and    opportunities associated   with    delivering advice in a   banking    environment.

 

 

 

 

 

 
   
 
 
 
Mid-tier Bank Solutions

WealthDirector (WD) is a wealth management product servicing the needs of banking, brokerage and insurance companies. This customizable platform provides a wide range of services to bankers, financial advisors and planners, investment and most importantly individual investors directly. The product comes with a user-friendly web interface based on the latest internet technology. It helps financial planners and managers meet their investor-clients' needs and keeps track of their money.

Our product solution is designed to benefit the client:
      complexity removed from their financial lives

             Consistent personalized services and objective advice
             Information to be available anytime, anyplace and anywhere
             A 360 degree view of their financial situation
             Sound and timely advice from trusted advisors

     Our products are also designed to meet the needs of advisors:

             Increased productivity through technology
             Web enabled collaboration with their client
             Online proposal generation based on profile and goals
             Access to professional money managers
             Access to portfolio and performance information
             Automated financial-planning advice
             An integrated client relationship management tool
             Continuous monitoring and tracking of portfolios