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activebank Wealth Manager |
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activebank Wealth Manager is a leading front and middle office software solution for private client wealth managers and institutional fund managers. Built on modern, scalable technology, it is designed to give investment organisations the essential competitive edge required to exceed client expectations and retain their valued custom. With all the elements required to improve your overall service and performance activebank Wealth Manager is a powerful wealth management tool. |
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| Key features of activebank Wealth Manager: |
- Client acquisition functionality
- Mandate definition
- Investment model definition
- Investment restrictions
- Model-based investment management
- Valuations, dividends, corporate actions
- Interface technology for holdings, dealings and pricing
- Performance measurement and attribution
- Client reporting
- Internet access layer
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| activebank Wealth Manager facilitates pro-active wealth management using a variety of techniques such as model-based investment management. It also has the ability to provide performance measurement and support facilities across a broad range of instrument types.
The key features of activebank Wealth Manager are its scalability, versatility and ease of use that allows it to be utilised for high net worth private client wealth management through to institutional fund management. It can also be seamlessly interfaced into custodian and back office systems. |
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| Use the menu on the right for further information on activebank Wealth Manager. |
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View activebank Wealth Manager modules: |
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