What are the features of wealth management software?

Wealth management software should have the following main features:

  • Financial Planning
  • Revenue and Investment management
  • Order and trade management
  • Advanced Customer Relationship Management
  • Portfolio Management
  • Accessible and Convenient
  • Personalize and low cost
  • Transparency and Control
  • End-to-end solutions
  • Status tracking during the sales cycle
  • Powerful KYC data collection workflows
  • GIPS (Global Investment Performance Standards) standards and risk metrics
  • Real-time 360-degree client’s financial data insight 
  • The market Risk Analytics tool
  • Business analysis and top management reporting
  • Flexible and customizable
  • Automated and Robo-advisory