|
|
To be a ‘trusted advisor’ to their clients, wealth & asset management companies continuously evaluate innovative methods of service and create portfolios that maximize their customers’ financial goals. Increasingly, wealth & asset management firms will rely on relationship managers and technology both to create pull from customers. Using the right technology solutions and services to manage their core processes will enable financial firms to move the right people in front of the customer.
InfrasoftTech through its combination of domain knowledge and services offerings assists financial advisors in winning clients confidence by recommending portfolios that meets their financial goals. We tailor solutions to equip your team with tools that will enable them in assessing, administrating, analyzing and making informed decisions. Our services help you to align your IT objectives to overall organisation’s objective of building strong client relationships and robust portfolio management. |
|
| We understand your business & needs and have augmented value in the entire life cycle of many global enterprises. |
|
Financial Planner
 |
Clients are now able to services their customers by recommending solutions that focuses on their needs, thus increasing the level of customer satisfaction. This is achieved by incorporating various modeling tools. Further, interfacing with large enterprise applications enhances its decision making capabilities & flow of information.
To understand how we can help you optimize your financial planning process through technology solutions, write to us at solutions@infrasofttech.com |
|
 |
Order Management
|
Customers have experienced increase in operational efficiency in order management processes by automating its entire order cycle workflow on STP architecture.
To understand how we can help you automate the order management process through technology solutions, write to us at solutions@infrasofttech.com
|
|
|
Customer Origination Management
|
Our clients have experienced increase in sales and productivity by automating the process of customer acquisition. It has enabled them to launch & manage targeted campaigns & opportunities, analyze the effect of campaign vis-à-vis cost & sales conversion, track leads from various sources & allocate them to respective agent/sales representative, calculate commission and more.
Our Business Process Management (BPM) practice further enhances these workflows & processes by implementing industry standard third party BPM tools.
To understand how we can help you streamline your customer origination process through technology solutions, write to us at solutions@infrasofttech.com
|
|
|
Portfolio Management
|
Customers are now able to recommend solutions that meet their clients’ financial goals. This is achieved by having a unified view across customer’s portfolio, thereby giving visibility to manage, analyze & identify sales opportunities and generate internal reports as per requirements.
To understand how we can help you recommend solutions to meet your client’s financial goals through technology solutions, write to us at solutions@infrasofttech.com |
|
|
Portfolio Accounting
|
Managing portfolio accounting has become simple. Customers can now calculate expanses & charges, different types of accounting policies based on fund types, NAV and reconcile by automating the processes.
To understand how we can help you simplify portfolio accounting through technology solutions, write to us at solutions@infrasofttech.com
|
|
|
Interfaces
|
Customers are experiencing seamless flow of information by interfacing with channels such as, advisors/RM, exchange rate feeds, stock market feeds, depositories, risk & compliance systems, other large enterprise system and data management system.
To understand how we can help you with seamless flow of information through technology solutions, write to us at solutions@infrasofttech.com
|
|
|
Reporting
|
Our capability on reporting includes providing solutions for portfolio valuation & benchmark, assets allocation, performance measurement, attribution and risk sensitivity analysis. These reports can be generated at customer level, fund managerial level and tailored for institutional client reporting.
Our reporting solutions can be ported on standard reporting tools such as Business Objects, Cognos, Oracle BI Reporting, SQL Reports and Open source tools such as Jasper.
To understand how we can help you in complying with internal and external reporting through technology solutions, write to us at solutions@infrasofttech.com
|
|
|
RisKYC™ Framework- Governance, Risk & Compliance
|
Our GRC solutions include OMNIEnterprise™ Anti money Laundering Solution and the RisKYC™ framework that provide enterprise-wide capability around anti money laundering, operational fraud management, transaction monitoring, multi-entity risk assessment ( customers, beneficiaries, counterparties, agents and employees).
The RisKYC™ framework addresses multi industries requirements in GRC for Solvency II, Sarbanes Oxley and liquidity reporting compliance. The solution enables Master Data Management & Case Management driven by BPM. The alerts engine provides real time view of exceptions across the enterprise on dashboard model.
Our Business Process Management (BPM) practice further enhances these workflows & processes by implementing industry standard third party BPM tools.
To understand how we can help you maximize your organisation’s investment in technology through technology solutions, write to solutions@infrasofttech.com
|
|
|
Customer Information Management
|
Customers are experiencing enhancement in their customer relationship management. This is achieved by unifying the customer information through flexible workflows, thereby benefiting them in recommending solutions as per their clients’ needs, targeting marketing activities to enhance cross sales & conduct KYC checks and de-duplication checks.
InfrasoftTech has enabled single customer view across multiple disparate systems using an operational data store model or an MDM. The Customer Information Management can further be enhanced by building data marts for operational and analytical information around customer holdings, investment product profiles and market data.
To understand how we can help you maximize your organisation’s investment through technology solutions, write to us at solutions@infrasofttech.com
|
|
|
|
| To understand how we can help you maximize your organisation’s investment on technology, write to us at solutions@infrasofttech.com |
|
|
|
|
|