A one of its kind end-to-end wealth management platform
mPower Wealth by KFintech is an end-to-end omnichannel, multi-asset, multi-currency wealth management platform with front, mid, and back-office modules with operational automation. The system is fully configurable and can integrate with both global and domestic interfaces like stock exchanges, data feed providers, custodians, banks, R&TAs, etc. for data validation. The solution has a dedicated workstation for advisors based on the role and access control to view complete 360-degree data of the customer across all asset classes.
KFintech’s mPower Wealth is an integrated wealth management solution to cater to the requirements of banks, wealth managers, portfolio advisors, multi-family offices, and private bankers. The solutions also come equipped with a Relationship Manager workstation that empowers advisors to perform customer onboarding, portfolio analysis, transaction processing, proposal building, fee management & performance measurement, and evaluation & attribution on both absolute and relative basis. Such capabilities make mPower Wealth the one-stop destination for all your wealth management needs.
Take investor servicing up a notch by making insight-based decisions using mPower Wealth.
mPower Wealth redefines wealth management, working on multi-layer security to keep client data confidential & safe, and can be implemented based on business rules. Some key industry differentiators are:
KFintech mPower Wealth is the ultimate tool for all wealth managers when it comes to servicing (ultra) high networth individuals. One of the key requirements to serve UHNI or private banking customers is deep portfolio analytics to understand sources of returns with associated risk. Our integrated portfolio analytics tool helps the advisor analyze the current portfolio and build proposals for the customer for efficient portfolio management.
Utilize the power of analytics to elevate your wealth management services with mPower Wealth.
Wealth managers must refer to multiple systems to understand the customer profile, current investments, goals & aspirations to plan their investments as per the investment horizon and liquidity needs. mPower Wealth comes with an integrated advisor workstation that enables the advisor to take insight-based actions. It creates investor profiles and builds personalized investment plans. This provides a clear roadmap for investment decisions and helps managers choose investment options ideal for short and long-term goals while managing risk effectively.
Collects necessary information electronically. The maker checker module verifies client identity and conducts Know Your Customer (KYC) checks.
create investor profiles and platform builds personalized investment plans aligned with the client's financial goals, risk tolerance, and investment horizon.
The system manages and tracks investment portfolios based on predefined models.
tracks assets held outside the purview of primary investment account and provides a bird's eye view on client's overall investments.
Allows clients to execute transactions online conveniently while providing real-time access to market information.
Attribution analysis module analyzes factors driving returns and provides insights into portfolio performance and investment decisions.
Get comprehensive reports on investment performance, asset allocation, and financial planning in a single click.
Create hypothetical portfolio scenarios to test different investment strategies and build efficient & diversified portfolios.
Secure platform for clients and advisors to access information and communicate with different role-based logins.
KFintech mPower Wealth is built on cutting-edge technology that offers hyper-personalization, immersive visualization, and seamless integration. The tool grows and adapts with your business, handling increased data and user volumes without compromising performance while adhering to security standards like OAuth 2.0, OWASP Protocols, and DSS.
Database Agnostic – Choice of Oracle, Postgresql, MS SQL, MySQL
On Premise / Cloud / SaaS-Based Deployment
Parameterized Implementation of Business Rules
Microservices and API-Based Architecture
Multi-Channel Support
Integration Ready with Major Reference Data Providers
Event driven framework enabling pro-active alerts and notifications
Experience the perfect harmony of wealth management and technology with mPower Wealth