Bolster your wealth management operations and make smarter investments with Matrix

"Automating Investment and Wealth Management Operations"

Matrix is an Investment and Wealth Management Solution. It comprises a suite of integrated modules that support diverse investment operations. Matrix automates all areas and workflows of your operations ranging from Direct Investments and Wealth Management to offering Investment Products to affluent customers. Matrix takes on all back office operations and settlements seamlessly with Core Systems and Financial ERPs, therefore saving hours that go into processing information flowing in from the front desks.
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Features and Benefits

Matrix is their 24X7 assistant that guides them through the maze of legal and financial paperwork during due diligence’s and helps streamline tasks and action items to reach investment stage smoothly.
Automated Sales Team
Digitalized Synchronization among units
Extensive back office support
Ease and Flexibility in launching new products
Modify fee structures
Design Discount Policies
Electronic Direct Investments
Execution of exit stages

Key Highlights

Matrix Offers

Matrix comes with the following prepackaged solutions:

Investment & Wealth Management
Proprietary book Investments and Trades
Bank Assurance
Private Equity & Direct Investments Management
Real Estate Investment Management
Corporate action Management
Settlement Management

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