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Fully Hosted Integrated Front-to-Back Digital Solution

DIGITAL, FRONT & MIDDLE OFFICE

  • CLIENT ONBOARDING & ENGAGEMENT
  • WEALTH MANAGER CRM
  • DIGITAL CONTRACT MANAGEMENT
  • DIGITAL COLLABORATION
  • CLIENT REPORTING
  • ORDER MANAGEMENT & EXECUTION
  • SELF-DIRECTED INVESTMENT
  • PORTFOLIO MANAGEMENT
  • INVESTMENT COMPLIANCE
  • REPORTING & COMMUNICATION
  • PERFORMANCE MANAGEMENT
Solution-Alveare

SECURITIES & ADVISORY BACK OFFICE

  • SETTLEMENT MANAGEMENT
  • MARKET DATA MANAGEMENT
  • CASH & SECURITIES MANAGEMENT
  • TAX ENGINE
  • GENERAL LEDGER
  • CORPORATE ACTIONS
  • REGULATORY REPORTING
  • FEES COMMISSIONS & CHARGES

BUSINESS BENEFITS

  • Increase profitability and unlock your growth
  • Reduce cost and improve efficiency
  • Maximise client relationship, collaboration and agility
  • Keep under control your portfolio and investment strategies
  • Ease the compliance burden of meeting regulatory requirements
  • Start however you want and steadily scale along the way
  • Feel free to focus on your core competencies

REFERENCE CASE

One of the UK’s leading stockbroker servicing private investors,
corporate clients and institutions is using Wealth in One

ABOUT

  • BUSINESS: Tier 3, UK Full Service Broker
  • AUM: £ 1,5 billion
  • MODEL: Online Execution Only, Advisory and Discretionary

CUSTOMER NEEDS

  • Compliant, full service solution to support a multifaceted business model
  • Unified digital customer experience enabling client engagement and collaboration
  • Streamlining key functions (onboarding, trading, cash management) to promote a cost effective delivery, whilst continuing to deliver excellent customer service

BUSINESS BENEFITS

  • Transforming current service by use of best of breed technologies
  • Enhancing digital presence to promote an effortless user experience and a cost effective delivery
  • Reducing cost whilst improving client service
  • Efficient and automated onboarding
  • Provisioning of a strong discretionary platform