iWealth

iWealth

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.

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