Asset Management Specialists that work with some of the leading Wealth & Asset Management firms, Registered Investment Advisors, Family Offices and Private Banks.

• Digital Wealth Platform Digital-first, omni-channel custody and non-custody ecosystems unify advisor and investor experience
• Wealth Advisor Portal Accelerators, ready-to-use frameworks improve Advisors' efficiency, NPS and cost-to sell ratio
• Client Readiness Application Integration, Workflow & Process, Data Validation/Cleansing/Mapping, Client Employee & Environment Readiness
• Intelligent Automated Reconciliation Organize, index and catalog contracts, automate and reconcile using intelligent document processing (IDP)
• Intelligent Integration Repeatable Integration factory services accelerate new bank/ client installations and migrations
• Fund Accounting Front, middle-and back-office expertise and RPA transform BAU operating models

Some examples of our work include

• Helped a large European Wealth Management firm move their Client Portal to AWS and leverage the serverless capabilities leading to reduced TCO
• For a large US based Investment Mgmt firm, we built a  new Wealth Mgmt platform, Migrated clients from old to new platform, implemented Microsoft CRM leveraging Core-flex managed service models, and Advisory services during and post COVID-19
• Digital Experience – Award winning portal development work for a large BFS client addressing two core concerns of Wealth Management industry viz., Advisor Productivity improvements & Self-service portal for HNWIs.  Our focus on leading platforms - Salesforce, MS Dynamix and Sitecore (Mortgage Solution)