Show your clients how their investments are performing, help them evaluate investment instruments and new products with step-by-step interactive tools, view regulatory, taxation and compliance data, understand the impact of risk using innovative visualizations and know that their investments are managed by safe hands.
Simplify the process of communicating investment research and trading advice to your clients using our Research and Strategy Engine. Intelligently map advisory to objectives that your clients can define. With integration to your trading engine, allow your clients single-click trade execution.
A single platform for all your customer service needs. Send DEMAT statements, DCN's, bills and any other report you want to your clients in a single, interactive application. Our suite of communication products allows you to interact with your customers LIVE using integrated Click-to-Call, IM & SMS services.
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MULTIPLE VIEWS
Offer your clients different fundamental and technical perspectives on their holdings.
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IMPORT & EXPORT OF PORTFOLIO'S
Allow import of held away portfolios and download holdings in excel.
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LIVE MARKET UPDATES
Keep your clients tuned to market impacts on their investments, live.
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MULTIPLE ASSET CLASSES
Supports various market linked instruments, with ability to also track other asset classes.
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COMMUNICATIONS MANAGER
Use powerful search capabilities to create group communications for your clients.
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RESEARCH & ADVISORY
Target research and trading advice directly to clients based on their needs and objectives.
As your enterprise launches new offerings of increasing complexity, creating end-consumer understanding of these products becomes a significant challenge. The Wealth Console’s innovative, interactive tools can help illustrate your products, demonstrating end-consumer advantages like tax-efficiency, profitability and risk-insurance of these offerings.Your client’s investment behaviour will define a continuous, changing risk profile, presenting you with opportunities to help customers evaluate risk and define corresponding mitigation strategies. Presenting the impact of risk on your client’s wealth is a core feature offering of the Wealth Console. This provides ample opportunity for your enterprise to cross-sell your products and increase customer ‘stickiness’ as well.
Four distinct components together contribute to the comprehensive solution:
Geodesic’s Wealth Console derives source market data from Capital Markets, a trusted, reliable data provider for markets in India. However, the infrastructure of Wealth Console allows you to plug-in any data provider of your choice using our ELEMENTS product.
A Database + Application server, running on .NET 3.5 forms the key piece of the Wealth Console, which comes as either pre-packaged hardware or can be installed at an IDC of your choice.
A Backend Administration Interface is provided for both uploading client data as well as to permit extensive data mining to help your enterprise define new products and marketing strategies.
Geodesic’s WIT Financial Analysis and Access Framework product provides the key server component for customised data access by the Wealth Console Client installations.
Dashboard
Performance
Risk dispersion
Tools
Experience!
- Master view of holdings with drill down
- Easy to understand graphical user interface
- Intuitive navigation
- Multiple watchlists
- Alerts
- Various tools and calculators for analysis
- Comparison of investments with industry peers
- Multiple views
- Event tracking
- Multiple reports
- Document repository
- Online helpdesk & messaging features
Wealth Console comes with powerful backend capabilities. Your staff can thereby efficiently manage your business using Wealth Console backend capabilities.
Generate research ideas, market insights and trading advice and communicate these to your clients via the Wealth Console application.
Send singular targeted and/or group communications to your customers. Promotions, offers, new features and services or any other message you can think of can be effectively communicated.
The wealth console sit’s smartly on top of your existing portfolio system thereby ensuring continuity & reuse of existing IT infrastructure.
For effective call to action capabilities wealth console can also be integrated with your trading engine.