Banco De Oro (BDO,Philippines),chooses iDEAL Wealth for Wealth Management Operations



DEAL Wealth management software has one or more customer. BANCO DE ORO is wholely owned by SM Group, one of the philippines largest and most successful conglomerates, has signed up with Credence Analytics for implementing iDEAL Wealth to automate their wealth management operationsacross 750 branches managing assets worth USD 25.88 Billion. BDO is the largest bank in philippines and is a full-service universal bank. It has ability to provide a complete array of industry leading products and services to the retail and corporate markets including Lending(corporate, middle market,SME and consumer), Deposit taking, Foreign Exchange, Brokering, Trust & Investments, Credit Cards, Corporate Cash Management and Remittances. Through its subsidiaries, the bank offers Leasing & Financing, Invstment Banking, Private Banking, Banc Assurance, Insurance Brokerage and Stock brokerage Services..


Anco De Oro(BDO) was looking for procuring a solution to automate entire Trust Business Operations. iDEAL Wealth is a customer management software automating all the operations related to customer management. The software can cater to multiple lines of businesses like unit trust operations, portfolio management servcies and Various financial products, with aim of enabling complete automation. BDO's instituional strengths and value added products and services hold the key to its successful business relationships with customers.On the front line, its branches remain at the forefront of setting high standardswith unique and robust IT infrastructure..


fter Considerable study of its requirements and various solutions available in the market Banco De Oro(BDO) has decided on Credence iDEAL Wealth to automate its Client Wealth Management operations. The Wealth Management related operations are automated by iDEAL Wealth. Credence iDEAL Wealth is a powerful and scalable wealth management solution to manage clients investments. It has a robust Customer and Account creation process with built in KYC checks. Customers investments across various products - Unit Trusts, Fixed / special Deposits, Retail securities can be completely processed, managed and reported through iDEAL Wealth. iDEAL Wealth software is provided by Credence Analytics. .


redence Analytics is a highly specialized financial software product provider with a rich experience of over 15 years in the industry. As a highly focused vendor credence analytics address the requirements of Banks, Asset Management Companies, Insurance Companies, Non-Banking Financial Companies and Corporate finance departments in the areas of Treasury, Investment Management, Fund Administration, Investor serving and Risk Management.


ased in India, Credence Analytics has a reputable customer base in India that comprises of leading Banks/institutions like Reliance Mutual Fund (Largest Asset Management Company in India), HDFC Bank (Second Largest Non-Government owned bank in India), SBI Life Insurance (Second largest life insurance company in India) and SBI Associate Banks (Largest Banking Group in India). Credence Analytics also has presence in South East Asia, Middle East, African Countries with clients in Nigeria, Bahrain, UAE, Sri Lanka and Philippines. The strength of Credence Analytics is its strong domain expertise in the areas of Treasury, Investment Management and Risk Management. The Firm Strongly believes that its role goes beyond providing software solution by actively implementing the solution and advising the customer on how to use the software to the fullest extent.

Credence Analytics
301, Palmspring, New Link Road, Malad (W)
Mumbai, India. Pin - 400 064
Tel: +91 22 4061 1000 Fax: +91 22 4061 1000

visit us:
Mail to: