Mphasis is a trusted partner for wealth and brokerage businesses. Our tools increase productivity across the front, middle, and back office. We consistently help financial advisors do more and achieve better results.

Applications we built and managed:

Account management & trading platform

• Automates and streamlines labor-intensive tasks
• Offers a mobile site for iPads 

Automated rebalancing platform

• Rebalances hundreds of accounts simultaneously
• Customizes rules to automate complex rebalancing processes and monitor portfolios

Exclusive website for advisor clients

• Enables visibility of positions and balances
• Displays account history online

Mphasis advantage

• Customer trust
  We have been the trusted partner to build and maintain core applications to improve advisor productivity.
• Technology strength
  We strengthen the functionality of core applications and provide improved user interface.
• Business value
  We improve the performance and maintainability of core systems. We reduce costs and improve application productivity.