B-801/806, Trade World Kamala Mills Compound, S.B.Marg Lower Parel (W), Mumbai, 400 013, India
Miles Software is a global technology solutions leader in the wealth, asset and portfolio management space. The company is ranked No.1 in the prestigious IBS sales league table 2016, a flagship rating barometer of IBS intelligence. Miles Software enables more than 300 financial services clients across 17 countries to stay ahead of the innovation curve. The solution caters to the complete business life cycle of the wealth and asset management business.
Building on more than 17 years of experience, Miles is a techno business partner delivering excellence and value to financial services globally. Today, Miles has a market leadership in the private banking space and its’ flagship product MoneyWare® covers the complete life cycle of the private banking business.
The company has diverse clientele with average relationship of 8 to 12 years including private banking institutions, asset management companies, brokerage firms, wealth advisors, financial institutions and family offices. Their deep understanding in the financial services business, experience in managing scalable implementations of large and small scale enterprises has enabled them to build long-lasting relationships with their customers and provide differentiated value to their business.
MoneyWare Family Office is a specialized asset and investment management solution, which enables portfolio management and trading and investment accounting for multiple entities within the family. Plutus gives you accurate, consolidated reports with investment calculations so you can further analyze the data you have. MoneyWare Family Office handles all complex accounting......
Research shows that high-net-worth clients receiving financial planning from their primary wealth management advisor are nearly twice as likely to invest new assets with the firm as those who receive no planning. Financial advisors, today, handle an increasing number of clients with varying needs and have realized the criticality of......
Global portfolio managers operate in a highly competitive environment. Those who wish to maintain a competitive advantage have been obliged to develop and implement innovative investment strategies, and expand their coverage to cover an increasingly exotic and complex array of new investment instruments. To help portfolio managers handle risk while implementing......
MoneyWare Mobile App is a comprehensive solution that helps advisors and investment managers to enhance their client experience and retention. The App provides the end-users with greater transparency through real-time access to tailored views of information helping the clients to engage in an ongoing interactive communication. The solution has the potential......
MoneyWare Portfolio Risk & Performance Analytics solution is a comprehensive suite offering powerful analytics allowing clients to quantify, manage and monitor risk on the fly. Our offerings provide unparalleled access to the broad range of sophisticated tools required by todays investment professionals....
As wealth managers and financial intermediaries' grapple with managing consolidated revenue streams, business expansion and performance optimization has become extremely critical. MoneyWare Integra Revenue and Incentive Management System (RIMS) is an integrated product that encompasses revenue streams across multiple financial products and manages incentives of intermediaries and employees. The solution......
MoneyWare Tradevizor is a FIX compliant front-office trading and risk management solution that makes trading in multiple markets easier through a single application. The solution is a multi-asset, multi-exchange and multi-currency real-time trading platform. The application that is user-configurable and user-definable features facilitate direct market access to wealth managers, investment institutions......
MoneyWare Trust Banking solution is a simplified, comprehensive and cost-effective trust banking solution. It’s a complete browser based solution developed on cutting-edge technology platform that enables banks to cater all its fund & investment management requirements and thus automating its business processes with high performance efficiency and better customer experience. ...
In today's dynamic market conditions, it is impossible to effectively manage your clients' investment portfolio without the right automation in the backend. MoneyWare Integra WMS is built to help you effectively automate every aspect of the investment management lifecycle. The various modules of WMS can be combined to create business......