A one of its kind end-to-end wealth management platform
mPower Wealth by KFintech is an end-to-end omnichannel, multi-asset, multi-currency wealth management platform with front, mid, and back-office modules with operational automation. The system is fully configurable and can integrate with both global and domestic interfaces like stock exchanges, data feed providers, custodians, banks, R&TAs, etc. for data validation. The solution has a dedicated workstation for advisors based on the role and access control to view complete 360-degree data of the customer across all asset classes.
mPower Wealth comes with an integrated advisor workstation that enables the advisor to take insight-based actions.
Completely digital and paperless investor onboarding.
Creates personalized investment plans as per investor profile.
Manages and tracks investment portfolios based on predefined models.
Tracks assets held outside the purview of primary investment account.
Allows clients to execute transactions online conveniently.
Attribution analysis module analyzes factors driving returns and portfolio performance.
Get comprehensive reports on investment performance, asset allocation, and financial planning in a single click.
Create hypothetical portfolio scenarios to test different investment strategies.
Secure platform for clients and advisors with role-based logins.
Make insight-based decisions using mPower Wealth.
KFintech’s mPower Wealth is an integrated wealth management solution to cater to the requirements of banks, wealth managers, portfolio advisors, multi-family offices, and private bankers. The solutions also come equipped with a Relationship Manager workstation that empowers advisors to perform customer onboarding, portfolio analysis, transaction processing, proposal building, fee management & performance measurement, and evaluation & attribution on both absolute and relative basis. Such capabilities make mPower Wealth the one-stop destination for all your wealth management needs.
Utilize the power of analytics to elevate your wealth management services with mPower Wealth.
KFintech mPower Wealth is the ultimate tool for all wealth managers when it comes to servicing (ultra) high networth individuals. One of the key requirements to serve UHNI or private banking customers is deep portfolio analytics to understand sources of returns with associated risk. Our integrated portfolio analytics tool helps the advisor analyze the current portfolio and build proposals for the customer for efficient portfolio management.
KFintech mPower Wealth is built on cutting-edge technology that offers hyper-personalization, immersive visualization, and seamless integration. The tool grows and adapts with your business, handling increased data and user volumes without compromising performance while adhering to security standards like OAuth 2.0, OWASP Protocols, and DSS.
Database Agnostic – Choice of Oracle, Postgresql, MS SQL, MySQL
On Premise / Cloud / SaaS-Based Deployment
Parameterized Implementation of Business Rules
Microservices and API-Based Architecture
Multi-Channel Support
Integration Ready with Major Reference Data Providers
Event driven framework enabling pro-active alerts and notifications
Automate your wealth management with next-gen ready tech using mPower Wealth.
