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Wealth Management

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Empower your customers by providing a 360 degree view of their investments

The Wealth Management Industry around the world is witnessing a multitude of changes due to more demanding clients, digital transformation, regulatory compliance; internationalization and growing competition. This is leading to increase in overall costs of operations and hitting profit margins. Wealth Managers need to have increased focus on Risk & Compliance, Innovation, Efficiency & Productivity and Client Centricity.

  • ideal wealth and funds


Credence Analytics -iDEAL Wealth & Funds takes the risk out of change by providing innovative solutions that support the financial services industry through transformation so they can grow and compete. This is achieved by industrializing back office operations; differentiating on client-facing activities and core wealth management competency.

Wealth Management Solution

How we offer our solutions:

We provide our solutions either on-premises or with a range of flexible outsourcing options including application service provision (ASP), Software as a Service (SaaS) and/or with business process outsourcing (BPO).

Solution Benefits for Wealth Management:

  • Significantly reduce cost to income and IT and back office running costs
  • Industrialize back office operations and differentiate on client-facing activities
  • s Maximize STP rates by 100%by 100%
  • Reduce risk with world class wealth management solutions
  • Build a competitive advantage and the platform for higher profits and future growth
Wealth Management Solution

Solution Offerings:

  • Web Portal & iWealth App provides a personalized client experience and increase the level of service offered to mass affluent and wealthy individuals.
  • ROBO Advisory are newer areas around ROBO Advisory service model helps improved automation with lesser human intervention
  • CRM and Advisory solutions offer tools for relationship managers and investment advisors to support their daily work activities.
  • Compliance and Regulation solutions automate the application of compliance rules and regulations.
  • Operations cover the foundation for loans processing and execution, cash management and book keeping of accounts and positions with the computation and booking of interests, costs and fees.
  • Investment Management solutions offer advanced tools for portfolio and asset managers, independent wealth managers or custodians to effectively manage and process a large range of investment products.
  • Strong pre and post trade compliance along with AMLA and few country specific compliance unique to the regulators are well covered through our solution
Wealth Management Solution
iDEAL Wealth & Funds

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.

Credence Analytics is Ranked Number 1 in IBS Sales League Table 2018

Our Clients

Credence Analytics - Wealth & Investment Management Software Solution Provider

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