Solution introduction

Delight your customers with your transparent and efficient client management process from a single source of truth and establish your reputation as an organization that works in their best interests

Create a great client experience of transparency and operational efficiency that includes the clients, the advisors and the compliance group in one single source of truth,seamless workflow and collaboration

GRACE for Integrated Client Management helps wealth management advisory organizations manage their clients in an efficient way through seamless integration across all the functions of end-to-end life cycle management. Integrated-by-design and modular-by-approach, GRACE facilitates all aspects of client management from prospecting, CRM, understanding the client's profile, client communication, product/portfolio creation, suitability review, account opening due diligence, client communication, disclosures sharing, automated AML checks, automated trade monitoring, monitoring conflicts of interest, fees, billing, and establishing and ensuring the best interest of the client, GRACE is an extensible product suite with the right features to meet the immediate business goals, while at the same time allowing for additional functionality to be easily switched-on through configuration as business needs change.

The platform is ready to use from day one, reducing costs and increasing value in the organization to create an immediate return on investment.

The GRACE platform is built on an industry-standard Oracle stack and can be deployed on-premises (where Oracle is available), in the cloud, and in private/hybrid/certified cloud environments.

Our cloud-based offering is available in multiple jurisdictions, including the United States, Canada, the United Kingdom, Switzerland, and throughout the European Union, ensuring that data remains within the customer's jurisdiction to meet regulatory and end-customer needs. Data privacy, data protection, security, reliability, and availability are taken seriously and have been designed into the product from the ground, up.

You can grow your clients, and your organization, advisor staff, compliance staff, branches and locations in a seamless way. GRACE's multi-lingual capabilities enable you to deploy it worldwide. You can integrate it to your source systems and enhance its capability to make it your own system.

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