An advanced investment products system for financial institutions.
iWealth facilitates the management of an extensive range of investment products, aggregates your customers’ assets and generates in-depth reports that help you tailor products to your customers.
Supports a full spectrum of investment products
iWealth supports mutual funds, bonds, equity-linked deposits and notes, high value deposits and stocks in multiple currencies and offers rules-based flexibility when it comes to charging, pricing and product structure.
Complete view of your customers' financial positions
View a customer’s overall financial picture, transactions, consolidated statements and accounts, as well as total customer value and profitability information.
Extensive reports & target marketing
Scheduled reports, ad-hoc reports and target marketing tools help you identify your best customers for cross-selling opportunities and relationship pricing.