Solution introduction
Global Wealth Enterprise Solution (Global WealthES) supports the entire lifecycle of wealth management. Deployed over private secured clouds, these solutions are highly scalable to meet the requirements of institutional providers.
Global WealthES has flexible communications bus and can connect to DTC and major custodians, Fidelity, Broadridge-Matrix, Pershing, SWIFT and file structures using WebSphereMQ and BizTalk architecture.
Global WealthES is also branded as TrustPortal in the domestic private bank and trust markets. Global WealthES and TrustPortal are similar in its core processing, accounting, and reporting features. However, Global WealthES is targeted for larger global financial institutions with additional requirements like global securities processing and multi-currency accounting, global securities settlement, SWIFT integration to custody, higher degree of regulatory requirements, and foreign exchange (FX) capabilities.
