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Trust Banking

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Trust Banking in a Box

Some Banks provide investment / wealth management services to clients with different characteristics based on the investment needs of the client and their risk tolerance. They also offer advisory services to their High Net worth customers. It's a service in which the portfolio manager provides an advice on all types of assets for their clients. Besides managing portfolios of Equity stocks, Mutual Fund / UITF and fixed income, the banks also cater to their loan requirements and Foreign Exchange banks also offer Employee provident fund and Custodian services to their customers.

  • ideal wealth and funds


Modules covered UITF, IMA, TOFA, Custodian, PERA, Provident Fund, Life Insurance Indenture, Real Estate Trust, Alternative Assets

Generate More Revenues

By value driven sales through Mobile/Tablet Apps,Customer Portal

Streamline Operations & Quick Implementation

By Complete Automation of Front,Mid & Back office Operaions

Meet Regulatory Compliance

Localized to Philippines Regulatory Framework

Meet Regulatory Compliance

Strong Product Roadmap allowing new features/modules availability well before time

asset management solution
asset management solution

Ideal Wealth & Funds is a unified investments management platform which completely automates business needs of wealth management, custody, provident fund, private banking division.

To know more about Ideal wealth & Funds please click here.

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Credence Analytics - Wealth & Investment Management Software Solution Provider

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