Wealth management encompasses more than asset management meaning that wealth managers have a much broader remit vis-à-vis their customers. There is a much greater emphasis on financial advice - helping clients to develop their investment mandates where decisions are based as much around lifestyle choices as preference for investment vehicles. Wealth managers are as likely to provide concierge-style services to their clients as they are financial planning.

To keep up with the changing requirements of their clients, and to attract new clients, wealth managers need a true wealth management solution that will enable them to track each client’s progress throughout the investment lifecycle. Constant performance reviews are required to ensure that the investment portfolio is on track and adjustments made as objectives are met or new goals set.

The activebank Wealth Management Application Suite offers the latest in front office portfolio management, business process management and reporting capabilities, helping wealth managers to increase both their service levels and the volume of assets under management.

Use the menu on the left or click on the descriptions below to find the solution that best suits your requirements:

• Customer relationship management – needs analysis and risk profiling
• Portfolio construction and asset allocation
• Portfolio management
• Performance and risk assessment
• Client reporting – document design, production and distribution

• Manages all client and market facing data - delivering it to the right people at the right time to improve efficiency throughout the wealth management lifecycle
• Sophisticated reporting tool for client and management reporting