EDIFICE

The global High Net worth Individual (HNWI) population nearly doubled in the last decade & individual investors are now eyeing the equity markets and are seeking professional and trustworthy financial advice.

These dynamics have created an opportunity and a challenge for firms providing investment advisory services to private clients. The result is an increasingly competitive market as leading financial services firms strive for an increased share of this exploding market.

EDIFICE, a product conceived in 2002, is a comprehensive Wealth Management suite offering an array of financial services that includes Financial Planning & Advisory, Portfolio Management and Account Aggregation services. It facilitates financial planning and decision-making based on the needs and risk profile of the customer.

Using planning and advisory tools, it enhances the quality of services, leading to a better relationship between a financial services provider and its customers.

Functionality

• Adds value to sales process, in a personalized manner
• Provides key triggers for identifying cross-selling opportunities based on the customers’ financial behavior
• Gives a consolidated view of the customers’ financial position to relationship managers
• Evaluates the financial health of customers and recommends plans specific to their financial needs.
• Offers focused financial planning for clients based on their financial needs and goals.
• Facilitates integrated and personalized portfolio tracking of multiple accounts and financial assets through constant valuation.
• Supports event based alerts, mail services and facilitates interfaces with external systems (data vendors, stock exchanges etc.)
• Financial Planners
• Risk profiler tools
• Protection Planner
• Retirement Planner
• Education Planner
• Debt Manager
• Investment Portfolio Optimizer
• Financial Health Check