We decode investor data to create Delta
The complexities in wealth management is increasing , especially
portfolio monitoring and reporting of Multi asset, Multi manager
and Multi jurisdiction wealth . Our next generation wealth- tech
solutions solves complex data capturing & data processing to ease
investor / distributor hassles and unlock growth.
KFintech's wealth platform combined with back-office solution
provides integrated cohesive wealth management product suite for
front, middle and back-office end to end solutions to wealth
managers and investors.
We offer superior and differentiated reporting at individual and
family level; including comparison with ‘Held Away’ portfolio .We
Integrate and collabrate with leading multiple global and local
data feed Providers, Stock exchanges, Custodians, Banks, R&TAs,
Our Wealth solutions and services goes beyond basic aggregator
model and is built to provide cluster of services under one
umbrella. Service offerings range from ‘Bundled one stop solutions
to unbundled specialised modular solutions’. We simplify your
implementation process, Mixing and matching wealth solutions based
on specific business needs and value chain.
Our Robust & modular architecture assists in seamless integration
and easy interface with your back office. Modules ranges from
client relation management, order and trade management, Wealth &
Advisory , Client on-Boarding, investment planning, investor
reports, distributor brokerage reports, Business Analytics , Model
portfolio , Portfolio Bench marking ,Commission Reconciliation &
distributor MIS, Audit Trails and compliance reporting.
In addition, we also provide customised multi dimensional investor
portfolio analytics, Mobile apps, multiple dashboards for
investors, Distributors & RMs.
“ALL in one software Solution for Wealth Mangers ”
Wealth Management & Financial Planning is being dominated by
digital platforms . Kfintechs ‘K-Finwealth’ a proprietary
integrated wealth tech platform that provides enhanced reporting
functionalities, Informative business intelligence tools ,
utilities , 360-degree client view ,Model portfolio, Risk
profiler, Financial calculators ,Tax reports, key portfolio
performance metrics Wealth management cock pit dash boards.
Our solutions helps in Minimizing cost , Maximizing efficiency and
optimizing user experience. It’s a scalable system that can handle
growth and provide hyper personalization , User Defined analysis &
Trends
Our industry-leading Wealth tech services offerings covers a broad
array of asset classes Direct Equity, Fixed income securities,
Mutual Funds, Alternatives, PMS , Structured Products, FDs, ETFs,
International Securities, Insurance
