Achieve a Unified Wealth Management Experience with Wealth Cockpit
Deliver a unified experience for your customers and relationship managers (RMs) with Wealth Cockpit. Enhance overall engagement across all wealth management journeys by providing actionable insights, personalised advisory services, and a unified experience.
Our solution, designed with a modular, best-of-breed architecture, empowers your organisation to scale effectively and future-proof your wealth management capabilities with cutting-edge technology.
Achieve a Unified Wealth Management Experience with Wealth Cockpit
Deliver a unified experience for your customers and relationship managers (RMs) with Wealth Cockpit. Enhance overall engagement across all wealth management journeys by providing actionable insights, personalised advisory services, and a unified experience.
Our modular, best-of-breed architecture allows your organisation to scale and future-proof its wealth management capabilities with cutting-edge technology.
Elevate your client insights with centralised data
Our solution unifies client data, optimises processes, and enables relationship managers to deliver personalised advice efficiently.
Industry Challenge
Disintegrated value chain
The disintegration of the wealth management value chain, with specialist providers focusing on individual components or verticals, creates inefficiencies and limits integrated value creation.
Our Solution
Orchestrated platform
Our seamlessly orchestrated, best-of-breed wealth management platform allows you to leverage specialised capabilities, accentuating your organisation’s unique selling points and unlocking value across the value chain.
Industry Challenge
Rigid system architectures
Traditional architectures are often rigid and vendor-specific with functionalities tightly bundled within a single codebase, making them difficult to maintain and modify, leading to lengthy development cycles.
Our Solution
Composable architecture
With our composable architecture, you can seamlessly integrate independent modules from over 100 ecosystem partners into your existing front-office and core suite, offering flexibility to adapt features as needed.
Industry Challenge
Data fragmentation
Siloed systems, disjointed interfaces, and scattered CRM data often bog down RMs, leading to inconsistent client experiences, limited insights, and an inability to scale.
Our Solution
Centralised wealth platform
Our platform consolidates all aspects of RMs’ daily activities and portfolio management, providing a unified front-office solution that streamlines operations and elevates client engagement.
Industry Challenge
Lack of local support
Engaging multiple vendors for products and implementations often leads to integration issues, coordination problems, and a lack of local expertise, which restricts how RMs address specific client needs.
Our Solution
Localised global support
Backed by over 25 years of experience in private banking, our technology and consulting services offer seamless global coverage with tailored local support, ensuring that solutions meet both global standards and regional demands.
Key highlights
Proactive client alerts
Wealth Cockpit delivers real-time, actionable insights directly to the RM’s dashboard. This includes critical notifications like customer suitability updates, document expirations, life events, and investment opportunities, enabling RMs to proactively and efficiently engage with their clients.
Holistic financial planning
Our platform helps RMs develop comprehensive and personalised financial plans, combining investment and protection solutions. This feature enhances client conversations and opens up new opportunities for cross-selling across different financial products.
AI-driven portfolio strategies
Empower investment teams with our advanced CIO Cockpit. Using AI/ML models, it facilitates the creation of model portfolios, like strategic and tactical asset allocations, supporting a structured investment approach for your organisation and highlighting your investment expertise.
Comprehensive portfolio analytics
Equip RMs with sophisticated tools for portfolio optimisation, real-time monitoring, and stress testing. These features support RM-guided experiences, enhancing the quality of advisory services and ensuring better client outcomes.
The Wealth Management Lifecycle
Wealth Cockpit lets you customise your solution with its flexible, composable architecture. Select the specialised capabilities that precisely meet your needs and seamlessly integrate with your existing tools, enhancing efficiency, delivering a unified experience, and optimising every stage of the wealth management lifecycle.
Lifecycle stages
Capabilities of Wealth Cockpit
Product management
CIO Cockpit
Onboard
Prospecting
KYC
Digital onboarding
Understand
Client risk profiling
K&E management
Client preference
Financial planning
Inform
Research content
Product knowledge
Ad-hoc reporting
Campaign management
Analyse
Performance reporting
Exposure reporting
Risk analytics
Portfolio management
Propose
Proposition management
Suitability management
Fwd. & Bwd. stress testing
InvestIQ
Robo-advisory
Execute
Order management
Trade execution
Regulatory execution
Monitor
Alerts & notifications
Performance monitoring
Portfolio health check
360 client view
CRM
The Wealth Management Lifecycle
Wealth Cockpit lets you customise your solution with its flexible, composable architecture. Select the specialised capabilities that precisely meet your needs and seamlessly integrate with your existing tools, enhancing efficiency,
delivering a unified experience, and optimising every stage of the wealth management lifecycle.
Lifecycle stages
Capabilities of Wealth Cockpit
Product management
CIO Cockpit
Onboard
Prospecting
KYC
Digital onboarding
Understand
Client risk profiling
K&E management
Client preference
Financial planning
Inform
Research content
Product knowledge
Ad-hoc reporting
Campaign management
Analyse
Performance reporting
Exposure reporting
Risk analytics
Portfolio management
Propose
Proposition management
Suitability management
Fwd. & Bwd. stress testing
InvestIQ
Robo-advisory
Execute
Order management
Trade
execution
execution
Regulatory execution
Monitor
Alerts & notifications
Performance monitoring
Portfolio health check
360 client view
CRM
