Wealth management firms need to employ solutions and tools to help them access, understand and manage intelligence around their business. Our Business Intelligence & Practice Management business need category includes a range of solutions from providers that help firms with specific processes like fee billing and revenue management and help to understand their business through data insights, business and individual performance tools, customer interactions, and more. Whether from a compliance, financial, people, or general business intelligence perspective, wealth managers today have access to a growing array of Business Intelligence & Practice Management solutions.
Total Solutions – 379 Total Solution Providers – 264 Knowledge Resources – 65
Appway: Regulatory Reviews for Wealth
Appway Regulatory Reviews for Wealth is a software solution designed to comply with evolving regulations while embracing innovation. Wealth managers can leverage the latest technology to orchestrate client reviews and obtain a comprehensive overview that supports compliance expertise.
IMVS: IMVS Wealth Management Solution
IMVS’ Wealth Management Solution is a highly scalable system that allows firms to improve their client service levels, increase productivity, enhance compliance monitoring and reporting, and reduce IT and operations costs. The solution includes modules covering: Back & middle office, Front office, CRM, Compliance monitoring & reporting, Reconciliation Services, and Online services.
Moxtra: The Moxtra Secure Message Center Solution
Moxtra’s SMC can be configured to the workflow needs of businesses across a variety of industries. Today, the SMC powers customer engagement and collaboration in the retail banking, wealth management, and insurance verticals for several financial institutions worldwide. Deployment is flexible with hybrid, private cloud, and on-premise options.
MyComplianceOffice: MCO Know Your Employee (KYE)
MCO’s KYE suite for employee compliance engages employees with a simple, intuitive interface so they can fulfill their compliance obligations with a minimum of effort. Employee compliance encapsulates many types of potential conflicts of interest, and the MCO solution fully integrates functionality and data to ensure nothing is missed and that you really know your employee.
Refinitiv: Digital Wealth Solution
Refinitiv’s digital wealth solutions empower advisors and clients through flexible technology, unparalleled data, and enhanced digital-first capabilities to enable wealth managers to differentiate their business by delivering personalized, high-touch client experiences.
Wealth Dynamix: CLMi
CLMi is a cost-effective, scalable and intuitive Client Lifecycle Management (CLM) platform that puts the productivity of advisors and satisfaction of your clients at the forefront of your business. Ideal for mid-size discretionary fund and investment managers, CLMi is the platform of choice for out-of-the-box ease-of-use and rapid, cloud-based deployment. CLMi comes pre-configured, with built-in integrations to best-in-class systems, for speedy adoption and seamless connectivity.
The Wealth Mosaic is building the leading directory of solutions and solution providers for the global wealth management sector. We currently have over 5,000 solutions listed and have tagged them against over 30 different business needs to help wealth managers and other market participants find solutions that could meet their requirements.