Wealth and Investment
Management Solutions
Maximize the efficiency and margins of your wealth and asset management value chain with re-invented, tech-powered, digitized operations.
Unlock peak performance to compete in the global marketplace with cost-effectiveness and compliance.
Future-Ready AI-Powered
Wealth Management
Our wealth and investment management solutions help you “win and retain” the new wave of tech-savvy, price-sensitive investors.
Compete in the evolved marketplaces set apart by FinTech disruptions, stringent regulations, cost pressure, and thinning margins. The cutting-edge solutions for wealth management help your AMC succeed through a consulting-led transformation, using intelligent digital tools that reshape the legacy process frameworks and operating models.
Our Wealth & Investment Management Services
- Regulatory reporting
- Investor compliance (FATCA, UK CDOT)
- Portfolio compliance monitoring
- Data analytics
- Robo-advisor
- Online collaboration tools
- Interactive dashboards
- Reporting tools
- Robotic process automation
- Accounting
- Distribution
- Investor reporting
- Treasury
- Depository services
- Order management
- Investment accounting
- Performance measurement
- Risk management
- Portfolio analytics
- Reporting and billing
Automated, Data-Driven Digital Solutions
Leverage AI to improve efficiency
Leverage AI-powered wealth and investment management solutions to automate processes, derive valuable insights from data and meet regulatory compliance. Increase the efficiency and agility of your investment operations using a combination of intelligent automation and outsourcing.
Algorithm-driven Robo-advisory platforms can help you deliver fast, precise, and effective financial planning services to investors with no or minimal manual intervention. Harvest insights from customer data collected through survey utilities and other touchpoints, offering robust and personalized investment advisory to grow the wealth and investments of your clientele.
Key Features
- 24/7 availability
- Automated investment services
Generate valuable insights from the vast amount of customer data and determine optimal investment strategies using predictive analytics tools. Deliver best-in-class wealth and investment management services to your clientele.
Key Features
- Configure as per business requirement
- Insights to support real-world decision making
Why Anaptyss?
Our wealth and investment management solutions powered by the Digital Knowledge Management™ (DKO™) framework offer a tailored approach at the intersection of Human Capital, Domain Expertise, and Digital Intellect.
Digital Nativity
We combine in-house and industry-leading tools for optimal performance.
20+ Years
Our consultants bring in 20+ Years of deep domain experience.
SMART Dashboards
Custom designed intuitive dashboards to track performance of all your KPIs at once.
Flexible and Scalable
Leverage our Global Capability Centers. We offer onshore, off-shore, and hybrid delivery models.
