Tasks are automatically created / updated through procedures and processes, and then are grouped, leveraging a simple and straightforward management. With Prospero Treasury Module, you have everything you need to reach excellence. Your team of advisors will work with you to build out a robust financial plan and cash flow plan, which you can view on your WMS portal.
In this method, a wealth manager coordinates the services needed to manage their clients’ assets, along with creating a strategic plan for their current and future needs—whether it is will and trust services or business succession plans. Whether you’re looking for robust trading, reporting, retirement income modeling or financial planning technology, Fiserv can help. Our Unified Wealth Platform supports every area of the investment process so you can do it all. Top of mind for wealth management firms today are investors and their needs for simplicity, transparency and…… Triple’A Plus provides secure client data handling functionality, automating investment processes to enable increased focus on exception management. Browser-based for easy use, it is a cutting-edge software solution for servicing the needs of today’s high- and ultra-high-net-worth clients.
One Secure Platform to Manage the Entire Investment Portfolio
As an extended business arm, Wealth Qube is an API-based, scalable omnichannel solution for private banks, wealth management firms, advisory firms and broker-dealers. It is a full stack digital solution capable of managing the complete lifecycle of Wealth Management. Your ability to innovate and deliver sustainable products and services based on a holistic view of your clients’ needs could be your competitive differentiator in this fast-evolving and more demanding market. InvestEdge® is a leading provider of innovative advisor solutions to wealth management firms. Our integrated solutions provide a breadth of tools that simplify complicated wealth management processes and reduce overall operational risk.