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Features
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Organization level Wealth Management, Distribution and FP Platform |
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Manage Franchisee/Branch/Staff /Customer |
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Multi Asset Customer Portfolio with Integrated Financial Planning |
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Connectors to Back offices |
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Organization/Customer level Reports |
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SaaS based Hosted/Dedicated Offering with 24/7 IT infrastructure |
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Meant for Banks, AMCs, Insurance Companies, Brokers, Distributors. |
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Implementation
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Hosted: For Organizations wanting to have their own platform, bundled with customization and separate |
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environment. |
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Dedicated / Hosted |
Core / Customized modules
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Customization will be based on the requirement |
Separate Environment. Production, User Acceptance testing (UAT),
Quality assurance (QA), and Development
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Shared or dedicated infrastructure. Depends on selection. |
Dedicated Release Management - requirements, development,
quality assurance, user acceptance testing, production. |
Minimum one release per quarter. More on request |
Basic Market data. Can integrate it own product/market
data on request. |
Organizations will be involved in the functionality development,
approvals and roll outs of their functionality. |
Dedicated Account Rep |
Quarterly environment status reports will be provided |
SLA to be provided on uptime, TAT, monitoring, maintenance,
back up and restore, critical issue handling |
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Solution Architecture
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