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.
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.
Upload or Define Asset Prices
Detailed Search and Dashboards features for viewing data summary at a glance
Straight Through Processing
Complete Life Cycle of Trade Order Management
Define Customizable Fee Templates
Easy to Manage Complex Corporate Actions
More informed decision making by easy access to Real-time Position of Portfolio and Holdings
Alerts & Notifications
Attach Electronic Copies of Documents
Seamless Integration with Core Banking Systems and Financial ERPs
Reduce errors & integration costs by eliminating manual intervention between front and back office functions
Multiple Bancassurance Products and Portfolio Management
Facility for Managing Pledging of Portfolio Holdings
Complete Recording of Profit and Loss of Investment Products and real estate.
Support Multi-currency Products
Integration with Active Directory.
Comprehensive MIS reporting
Comprehensive, Integrated Solutions for Asset Managers
Robust Sales Tools such as Illustration reports, Investment Calculator & customer statements.
Integration Support with CRM and Other Financial Applications
Matrix comes with the following prepackaged solutions:
Investment & Wealth Management
Proprietary book Investments and Trades
Private Equity & Direct Investments Management
Real Estate Investment Management
Corporate action Management