Solution introduction
Global Wealth Enterprise Solution – Global WealthES™ (formerly known as TrustPortal) is a comprehensive and integrated Wealth Management solution for large and medium-sized financial institutions enabling them to manage their business most efficiently
The platform entails end-to-end features, tightly coupled to deliver straight-through processing, which creates tremendous scale & efficiency
The application has extensive functionality covering Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting and Securities Processing, Automated Account Review for Compliance, Reports & Statements, Client Access Portal, Performance Measurement, and data analytics for business intelligence.
