Wealth Management Solutions - Wealth Suite

Bullfinch Wealth Suite, from KGiSL, is an integrated front, middle and back-office solution for managing complete wealth management life cycle. It comprises components for

  • Prospect management
  • Client profiling, financial planning, asset allocation and product selection
  • Contact management
  • Trade life cycle management for various asset classes
  • Equity
  • Mutual funds
  • Fixed Income Bonds
  • Derivatives
  • Structured Products
  • Managed Accounts
  • Other Investments
  • Portfolio monitoring, goal tracking and analytics
  • Reporting and communication
  • Covers almost all investment verticals
  • Online Fund Manager / Advisor portal for profiling, planning, risk assesment and CRM activities
  • Model portfolios support for EQ / MF / FI (or) Combination of these asset classes
  • Optimized rebalancing based on Model portfolio
  • Multiple Dashboards and Reports at all levels with report scheduling capability
  • Support for all types of corporate actions
  • Complete in-built audit trial with history
  • Comprehensive Fee Management module
  • Bullfinch suite is designed on a robust, flexible, modular, layered architecture that allows you to introduce new modules, channels, business processes, and external interfaces based on its specific needs.
  • Can be easily interfaced with other back office systems, broker-dealer systems for order execution, and fund distribution systems.
  • The architecture and data model of Bullfinch are designed in a manner to offer optimum performance, scalability and ease of maintenance.
  • Can be easily linked with other surround systems, thereby, reducing the costs and complexity of migration.
  • End-to-end wealth management functionality - Ensuring single and seamless workflow across, a whole range of activities
  • Real time order processing & risk management
  • Seamless integration
  • Flexible, scalable and modular design
  • Multi-entity, Multi-branch and Multi currency capability
  • Fast implementation - Get started quickly through pre-designed business processes and high degree of configurability
  • Get buy-in from staff as well as customers by introducing an intuitive, simple to use package that caters for client profiling, financial planning advice, and portfolio management
  • Offers a range of investment products including Equity, Derivatives, Mutual Funds, Fixed Income, Managed Accounts, Structure Products, and Other Investments
  • Control reports and MIS across / within asset classes