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As a financial services provider, you are under tremendous pressure to grow your client’s wealth and make smart investment decisions. You want your portfolio, wealth and AUM (Assets Under Management) to achieve optimal performance
Miles Software, now an integral part of EbixCash was founded in 1999 with a vision to be a techno-business partner delivering excellence and value to financial services globally. We bring a wealth of experience and expertise in the financial services space and have built a flagship product MoneyWare which is a true reflection of innovation, deep understanding of the financial services sector and commitment to excellence. MoneyWare caters to the complete business life cycle of Wealth, Asset and Portfolio Management.
MoneyWare Family Office is a specialized asset and investment management solution, which enables portfolio management and trading and investment accounting for multiple entities within the family. Plutus gives you accurate, consolidated reports with investment calculations so you can further analyze the data you have. MoneyWare Family Office handles all complex accounting......
Research shows that high-net-worth clients receiving financial planning from their primary wealth management advisor are nearly twice as likely to invest new assets with the firm as those who receive no planning. Financial advisors, today, handle an increasing number of clients with varying needs and have realized the criticality of......
Global portfolio managers operate in a highly competitive environment. Those who wish to maintain a competitive advantage have been obliged to develop and implement innovative investment strategies, and expand their coverage to cover an increasingly exotic and complex array of new investment instruments. To help portfolio managers handle risk while implementing......
MoneyWare Mobile App is a comprehensive solution that helps advisors and investment managers to enhance their client experience and retention. The App provides the end-users with greater transparency through real-time access to tailored views of information helping the clients to engage in an ongoing interactive communication. The solution has the potential......
MoneyWare Portfolio Risk & Performance Analytics solution is a comprehensive suite offering powerful analytics allowing clients to quantify, manage and monitor risk on the fly. Our offerings provide unparalleled access to the broad range of sophisticated tools required by todays investment professionals....
As wealth managers and financial intermediaries' grapple with managing consolidated revenue streams, business expansion and performance optimization has become extremely critical. MoneyWare Integra Revenue and Incentive Management System (RIMS) is an integrated product that encompasses revenue streams across multiple financial products and manages incentives of intermediaries and employees. The solution......
MoneyWare Tradevizor is a FIX compliant front-office trading and risk management solution that makes trading in multiple markets easier through a single application. The solution is a multi-asset, multi-exchange and multi-currency real-time trading platform. The application that is user-configurable and user-definable features facilitate direct market access to wealth managers, investment institutions......
MoneyWare Trust Banking solution is a simplified, comprehensive and cost-effective trust banking solution. It’s a complete browser based solution developed on cutting-edge technology platform that enables banks to cater all its fund & investment management requirements and thus automating its business processes with high performance efficiency and better customer experience. ...
In today's dynamic market conditions, it is impossible to effectively manage your clients' investment portfolio without the right automation in the backend. MoneyWare Integra WMS is built to help you effectively automate every aspect of the investment management lifecycle. The various modules of WMS can be combined to create business......