Bullfinch Wealth suite is an integrated front, middle and back-office solution to manage the complete wealth management lifecycle.

A comprehensive and customer-centric wealth and portfolio management system, which offers customers with interaction portal, fund manager utility, wealth, asset, and portfolio. The AI-empowered portfolio management system significantly transforms asset allocation, trading processes, risk management, and other areas of portfolio management.

Bullfinch Digital Wealth Management System enables banks, financial institutions, and other wealth management service providers to deliver investor-directed and advisor-driven wealth advisory management services to their customers. Also, the implementation of AI in wealth management helps wealth managers to offer expert and customized investment advice. It offers rich features including graphical representation and comprehensive analysis capabilities.

HNIs are much interested in comprehensive investment management services that focus on their overall life goals and long-term wealth plans. Bullfinch wealth suite is built in a way to empower the portfolio of your HNI clients with the help of artificial intelligence in wealth management. It is designed with a robust, flexible, modular, layered architecture that allows for the introduction of new modules, channels, business processes, and external interfaces based on its specific needs. Bullfinch investment management system can be easily interfaced with other back-office systems, broker-dealer systems for order execution, and fund distribution. The architecture and data model of Bullfinch WMS is designed to offer optimum performance, scalability, and ease of maintenance. By easily integrating with other surrounding systems the cost and complexity of migration are reduced.