Contemi's award winning Wealth Intelligence (WIN) solution is a fully integrated, modular tool box catering for exacting requirements of the wealth management and private banking industry. Individually, modules provide 'best of breed' point solutions to solve specific challenges. Deployed together, these modules provide an intuitive, function rich, full front to back platform.

The challenge for wealth managers and private banks today is to provide ever improving customer service, yet remaining efficient, effective and competitive, all whilst remaining compliant within an ever changing regulatory landscape.

Contemi's award winning Wealth Intelligence (WIN) solution provides the agility to solve individual challenges quickly and effectively by augmenting existing processes and technology with 'best of breed' modules, reducing risks and improving time to market. Deploying these same modules collectively creates intuitive, function rich, fully integrated front, middle and back offices, able to be cost effective for the smallest organisation, scale to the largest, but always allowing more to be managed with less.

Driven by the needs of our customers, WIN now has an emphasis on improving the experience of a wealth manager or private bank's clients by providing highly configurable and intuitive client portals / apps, client reporting, client onboarding / lifecycle management and management information reporting. These compliment traditional front, middle and back office functions including portfolio management, trading and order management, corporate actions, banking and cash management, fees and invoicing, regulatory reporting and settlement.

These modular solutions are built on a modern architecture to meet the specific demands of today’s investment managers and private banks. Flexible, interoperable modules, they are designed to be straightforward and cost effective to implement and update.