The Wealth Management Stack is a fully integrated digital platform designed to streamline operations for Family Offices and Wealth Management Firms. Our B2B2C model ensures seamless service delivery from back office to end clients, empowering growth and enhancing customer experience.
Platform Functional Architecture
Responsive Web App
Responsive Web App with a Mobile App Option
User Onboarding
Smooth and efficient user onboarding process
Channels/Presentation Layers
Front Office, Back Office, and External Interfaces
Key App Components
- User Management
- Data Aggregation & Management
- Portfolio Insights
- Model Portfolios & Recommendations
- Reporting & Dashboard
- Revenue Tracking & Reconciliation
Wealth Management Journey
Multi-Asset Data Aggregation
Consolidated portfolio data for accurate insights
Reporting & Analytics
Real-time data visualization and performance tracking
RM Dashboard
Actionable insights for relationship managers
Revenue Management
Comprehensive revenue tracking and reconciliation tools
Client Dashboard
Access real-time portfolio reports and insights via web and mobile apps
Operational Capabilities
1. Seamless Transactions (BSE Star/MFU Integration)
2. Security Data Providers and KYC APIs
3. Order Management and Data Processing
Platform Advantages
1. Enterprise-Grade Security:
Ensuring top-tier data protection and compliance
2. Audit & Compliance
Meet industry standards with ease
3. Revenue Growth
Proactive insights drive better investment decisions and business growth
4. Digital Experience
Access anywhere, anytime through web and mobile
5. Advisory Services
Digital onboarding, investment planning, and rebalancing
1. Ease of Use:
Streamlined processes for enhanced efficiency
2. Data-Driven Insights:
Real-time, actionable portfolio data
3. Trust & Transparency:
Open and clear investment goals and performance metrics
4. Business Expansion:
Increased client retention, cross-selling, and referrals
We're happy to assist you
We understand that every business has unique financial goals and challenges. To get the most out of our solutions, we encourage you to schedule a personalized demo by simply filling out the form below.