Asset/Wealth Management
Our Asset Management solution is a fully customized solution that covers all aspects of the Asset Management business, from product development to client on-boarding to investment management, risk management, client reporting, and compliance.
The solution caters to separately managed products, unit-based products, deposit products, and retail products across all asset classes. Our system makes the compliance process streamlined by ensuring that all products and portfolios are set up based on the investment objectives in line with the asset allocation and benchmarks defined.
The Symplus Asset Management solution is designed to manage the entire breadth of your asset management processes including;
- Advanced client onboarding and relationship management features.
- Support for the widest range of asset classes available
- Full multi-currency wealth management accounting system with integrated corporate action processing and full analytics for all security types including mutual funds.
- Complete coverage of traditional global investment products with flexible asset classification.
- Robust rules-based compliance engine to achieve effective risk control.
- A real time 360° client view and in-depth information through an extensive set of reports and data views.
- Business analysis and top management reporting with 24/7 access to all data.
- Full portfolio re-balancing.
… and so much more
Symplus’ flexible, parameter-driven approach helps fund managers increase data accuracy, reduce costs and take on more funds without an increase in operational headcount. It supports all asset classes and portfolio types, providing you with the maximum flexibility you need to manage your business.