Solution introduction
Finance Transformation and AUM Reporting solutions for Wealth Management
Our solution accelerators, built using IBM Planning Analytics, provide the pre-built structures required to address the core challenges facing Wealth Management firms
Today’s wealth management finance function can not simply exist to churn out standard month end reporting. Instead, finance must analyse, understand and predict in full alignment with the business.
We have taken IBM analytics technology and pre-built fully integrated modules for:
- AUM reporting
- Financial reporting
- Industry specific planning models
- Capital adequacy
Vast volumes of data can be taken from any core platform, aggregated and transformed into business structures designed by you to fit your business. A single structure encompassing client, cost centre, rate card and up to 16 other dimensions provides almost unlimited analytical capability. Just as importantly, the data structure can be applied throughout the organisation and across all systems guaranteeing a single version of the truth at all times.
