Wealth Management

The Wealth Management industry is facing new challenges

The Wealth Management industry is currently facing many challenges. In the context of growing competition, it is essential to re-examine the operations processing chain (delays, information quality, valuation, visualization…), to retain your customers (less expensive than finding new ones) and to comply with various regulatory changes (new directives, principles of the “obligation to advise”,…).

Indeed, the current market structure requires in one hand, a better understanding of customers’ needs and expectations from wealth managers and financial consultants, and on the other hand, an enhanced transparency policy: DT Suite for Wealth Management provides you with a Front-to-Back portfolio management and customer relationship management solution, responding to your present and future concerns.

DT Suite for Wealth Management, our solution perfectly adapted to the Wealth Management players’ needs

This unique offering on the market, allows you to combine on a single platform and on a single tool, the management of collective investments and private investments as well as institutional investors, with distinct settings and workflows. Furthermore, with the establishment of a Chinese Wall between these two complementary activities, our customers benefit from the advanced security features within DT Suite.

Our clients also benefit from the advanced position keeping functionalities of DT Portfolio, from the rules engine and definition of ratios of DT Control, as well as the extended possibilities of portfolio simulations and stress-testing. They use the intuitive Model Portfolio and Rebalancing module, directly connected to DT Trading – the DT Suite’ integrated OMS. And as a part of compliance monitoring, the rules engine and the easy definition of questionnaires allows an easily response to new constraints.

This set of functionalities can be extended with our functionalities 100% dedicated to Wealth Management:

• Customer Relationship Management (CRM): management of contacts and prospects, 360° clients profiles, follow-up of client relationships and influence factors, mail management,…
• Wealth Planning: configurable profiling and scoring questionnaires, selection of adequate investment strategy, reports and investment propositions generation,…
• Wealth Management Reporting: internal and external integrated standard reports as well as customized reports
• E-Private Banking: access to all the information available in DT Suite’s database via an extranet (portfolio overview, positions, transactions and different accounts …)
• Data & Document Management: WM data integration, centralized documents archiving, …

In conclusion, DT Suite for Wealth Management benefits from its new generation platform and provides you with a wide range of functionalities, with all the flexibility needed. Our solution helps you to grow your business with reactivity, by differentiating your offering from the competition, thanks to quick and easy creation of new offers and personalized services provided to clients; this while reducing your costs, controlling your risks and ensuring a greater transparency towards your customers.

Discover our products dedicated to Wealth Management and Family Offices