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 solutions for client management, portfolio management, financial investment planning, revenue management and order management.
MoneyWare Wealth Management Solution has enabled a number of large banks and wealth managers in India and in the Middle East, to serve all client segments from mass affluent to high net-worth investors and to fully support the provision of discretionary and non-discretionary, advisory and brokerage services from a single platform.