IMSplus Private Banking & Wealth Management

IMSplus Wealth Management solution is an innovative wealth management system that enables Financial Institutions to provide superior, personalised service, while safeguarding sensitive information of their wealthy clientele. These types of services ensure customer satisfaction and loyalty. The solution, being flexible and highly scalable, accommodates:

• advanced Relationship Management tools for all the stages of the client management process
• complete coverage of traditional banking and global investment products with flexible asset classification tools
• client segmentation features to customize the service offering
• powerful KYC related mechanisms for proactive risk control
• 360° client view for holistic  monitoring and client-centric management
• workflows parameterization to support STP of company-based flows for the Front-to-Back office operations
• advisory tools and customizable Investment Proposals
• service based functionality for order management, proposals generation and rebalancing
• multi-level performance analysis following GIPS standards and risk metrics
• consistency in client communication through a wide set of reports
• flexible reporting services and consolidated statements with a rich collection of available graphs
• business analysis and MIS reporting for tight control and accurate decision making
• 24/7 access to all clients’ data utilizing web and mobile services

Capitalising on accumulated business experience, the solution’s functionality is designed to streamline wealth management operations achieving cost efficiency and risk reduction, while its market-tested tools ensure improved productivity and excellence of service. The system’s open architecture and the utilisation of a configurable integration layer allow easy, safe and fast integration with other systems both within the organization as well as with external systems.

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Product and service specifications
• MS SQL Server
Language used
• C#
• Visual Basic
Operating system
• Windows 2000
• Windows 2003
• Windows 7
• Windows Vista
• Windows XP
Pricing structure
• Other
User interface
• Terminal
• Web
• Other
Wealth Management, Private Banking Software, Private Wealth Management Solution, Portfolio Management Software, Compliance, MIS reporting

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