We decode investor data to create Delta
The complexities in wealth management is increasing , especially portfolio monitoring and reporting of Multi asset, Multi manager and Multi jurisdiction wealth . Our next generation wealth- tech solutions solves complex data capturing & data processing to ease investor / distributor hassles and unlock growth.
KFintech's wealth platform combined with back-office solution provides integrated cohesive wealth management product suite for front, middle and back-office end to end solutions to wealth managers and investors.
We offer superior and differentiated reporting at individual and family level; including comparison with ‘Held Away’ portfolio .We Integrate and collabrate with leading multiple global and local data feed Providers, Stock exchanges, Custodians, Banks, R&TAs,
Our Wealth solutions and services goes beyond basic aggregator model and is built to provide cluster of
services under one umbrella. Service offerings range from ‘Bundled one stop solutions to unbundled
specialised modular solutions’. We simplify your implementation process, Mixing and matching wealth
solutions based on specific business needs and value chain.
Our Robust & modular architecture assists in seamless integration and easy interface with your back office. Modules ranges from client relation management, order and trade management, Wealth & Advisory , Client on-Boarding, investment planning, investor reports, distributor brokerage reports, Business Analytics , Model portfolio , Portfolio Bench marking ,Commission Reconciliation & distributor MIS, Audit Trails and compliance reporting.
In addition, we also provide customised multi dimensional investor portfolio analytics, Mobile apps, multiple dashboards for investors, Distributors & RMs.
“ALL in one software Solution for Wealth Mangers ”
Wealth Management & Financial Planning is being dominated by digital platforms . Kfintechs ‘K-Finwealth’ a proprietary integrated wealth tech platform that provides enhanced reporting functionalities, Informative business intelligence tools , utilities , 360-degree client view ,Model portfolio, Risk profiler, Financial calculators ,Tax reports, key portfolio performance metrics Wealth management cock pit dash boards.
Our solutions helps in Minimizing cost , Maximizing efficiency and optimizing user experience. It’s a scalable system that can handle growth and provide hyper personalization , User Defined analysis & Trends
Our industry-leading Wealth tech services offerings covers a broad array of asset classes Direct Equity, Fixed income securities, Mutual Funds, Alternatives, PMS , Structured Products, FDs, ETFs, International Securities, Insurance