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| Wealth Management solution, fn*WM |
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Wealth Management solution (WM) is designed to provide value added services to high net worth investors, enabling institutions to provide unparallel service.
The WM solution offers a complete spectrum of premium wealth management capabilities including investment performance reporting,
financial planning, discretionary portfolio management, WRAP account, fractional and folio account management, estate planning
accounts, portfolio and account performance, and benchmark comparison reporting. The Wealth Management solution is primarily is
used by the private advisor groups of financial institutions to manage their high net worth (HNI) individuals.
The fn*WM is available in two versions, Advisor and Enterprise.
Advisor version (fn*WMAdvisor)
The Wealth Management system allows the advisor to cultivate their relationship with high net worth individuals. The system equips
financial advisors with consolidated asset information, comprehensive portfolio performance reporting, and portfolio balancing, to
enable them to have a proactive communication with their customers. This enhanced communication flow can lead to securing a bigger
share of the customer assets. An advisor can quickly retrieve asset performance information across the accounts and compare against
benchmarks. This enables the advisor to keep track of the asset performance and also verify whether they are in line with the
performance goals set. The goal of the system is to increase advisor productivity and increase their share of customer assets.
The Advisor version is a desktop implementation available of WM to the advisor group with an interface to the back office systems.
The Advisor version has data only about their own customers.
Enterprise version (fn*WMEnterprise)
The enterprise version is a browser-based solution with access to data of all the advisor groups within the enterprise. In addition to
offering capabilities similar to the ones offered by the Advisor version, the Enterprise version also has visibility into the asset
performance being delivered to all end customers. It enables a corporation to get a complete view of how different products are being
used by the advisors and investors. This assessment of the products helps in designing better products that deliver higher value and
choices to the investors.
Both versions have visibility into the performance of each investor's account on a real time basis. This allows financial advisors to have
pro-active communications with their investors. Investors also get on-line access to their account performance including the same reports that
are available to their advisor.
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