Global
wealth management is broadly defined as the provision of a
specialized set of financial services (banking, brokerage,
financial planning, estate management, taxation, etc) integrated
together. As illustrated in the exhibit below, wealth management
involves a number of different financial services that vary
in transaction value and represent different degrees of relationship
between the provider and the client.
Currently, wealth management in the global financial services
industry is mainly product-based with different parties providing
financial products via independent channels. However, the
Internet is transforming the global wealth management market
by integrating individual financial services that can be distributed
online through a central hub (which could be a portal or an
aggregator).
IG's Wealth Management solution fill’s a unique market
space, providing comprehensive tools that unite the consumer
and advisor online to build wealth, sell products, and forge
loyal financial relationships. With our Wealth Management
solution, consumers and advisors can collaborate and share
information through multiple systems of interaction. Our client’s
customers can consolidate customer data in their current systems
of record, while aggregating data from other financial systems.
This capability allows the provider to gain a much wider financial
picture of its customers. In so doing, they can better tailor
its products and services to more appropriately meet its customers’
financial needs.
IG Financial’s product architecture support’s
the following:
Multi Channel Approach
Integration of traditional sales and services channels
Complex back office integration scenarios
Complex multi functional applications
Frequent modification of applications
Support million of users
If you have additional questions,
we would be glad to advise you personally. Our contact information
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