Credence iDEAL Wealth is a powerful and scalable wealth management solution to manage Clients' investments.

iDEAL Wealth is a robust Customer and Account creation process with built-in KYC checks. Customer's investments across various products - Unit Trusts, Fixed / Special Deposits, Retail Securities can be completely processed, managed and reported through iDEAL Wealth.

Key Benefits

Customer One View: iDEAL Wealth facilitates setting up and management of Customers and their accounts for all Investment products of the Trust. This greatly improves efficiencies in terms of cross-selling, monitoring and Customer reporting.

Scalability: Being a web-based System, iDEAL Wealth can be deployed at Branches. Transaction entry can be transferred to Branches with monitoring done centrally. This provides more opportunities to the Trust to scale up business. Also minimises operational risks of data duplication and reconciliation.