Digital Wealth Solution (Wealth Qube)

Advantage 2020 for the empowered RM

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Wealth Management Solution

Product Overview

Wealth Qube, Intellect’s digital wealth management solution, built on design thinking principles, promises banks and FIs  the Advantage 2020 - 20% increase in productivity with 20% reduction in costs.

Wealth being a high touch business, Intellect Wealth Qube realises that relationship managers are the key drivers of the business and need to be adequately equipped to deliver on their set goals. With that as the underlying principle, Wealth Qube’s vision is to Empower RMs and has taken the RM-first design approach for the solution.

As an extended business arm, Wealth Qube is an API-based, scalable omnichannel solution for private banks, wealth management firms, advisory firms and broker-dealers. It is a full stack digital solution capable of managing the complete lifecycle of Wealth Management.


Product Overview

Our Prestigious Clients

We value our clients and are committed to provide innovative solutions for all their needs

Product Highlights

One-stop digital wealth management suite

Relationship Manager Office

Relationship Manager Office provides a 360-degree view of the clients’ holdings and relationship. It helps in providing effective advisory.


Risk & Compliance Office

Risk & Compliance Office allows transparency in business to meet and maintain control over regulatory norms. It allows less risk and reduces compliance cost.


Fund Manager Office

Fund Manager Office equips fund manager to oversee fund management and accounting. It facilitates quick decisioning and intuitive advisory.


Trust Office

Trust Office enables administration of trust accounts and products. It provides cost efficiency and risk-free account management.


Operations Office

Operations Office provides end-to-end digitalisation of the entire lifecycle of managing and administering wealth. It helps in reducing cost and increase efficiency.


Customer Personal Office

Customer Personal Office empowers the bank’s end customers with a single interface to gain a 360- degree view of the portfolio. It allows self-management of portfolios and increases efficiency.



Driving customer value & market leadership


Intellect Wealth profiled amongst Leading European Vendors of Front Office Platforms in Celent’s Report ‘European Wealth Management Technology Vendors evaluating front office platform vendors’.


Intellect Wealth was named a major player in ‘IDC MarketScape: Worldwide Wealth Management Front and Middle-Office Solutions 2014 Vendor Assessment’.

CEB Tower

Intellect Wealth (FABX) featured among the leading advisor desktop providers in a CEB TowerGroup analyst report ‘Advisor Desktop Solutions Market Update’.

My Private Banking

Intellect Wealth awarded ‘Leading Vendor Digital Tools for Financial Advisors 2015

IBS Intelligence

Intellect named Winner in IBSI Global Fintech Innovation Awards 2020 under Most Innovative API / Open Banking Model category for API-fication of wealth journey with Monetary Authority of Singapore’s APIX


Intellect announced winner in the 2020 IDC FinTech Rankings Real Results Award under the Efficiency and Agility category for Digital Wealth Transformation at CIMB Thai Bank

WealthTech 100

Intellect Design Arena has been recognised as one of the top 100 global Wealth Tech firms worldwide selected from a highly competitive list of over 1200 participants


Intellect Wealth Qube® featured amongst leading Digital Wealth Management Platform providers worldwide in Forrester's report titled "Now Tech: Digital Wealth Management Platforms"


Intellect’s Trust banking implementation at China Banking corporation has been featured as "Technology product to note in Philippines' Wealthtech Landscape" in Aite Report titled "Wealthtech Adoption in Southeast Asia: A Tale of Two Realities”


Intellect has featured in the Forrester’s Wave report for Digital Wealth Management Platform. Identified as one among 13 globally significant wealth platform for this "By Invite Only" Wave, Intellect has been rated high for the breadth and depth of its functionalities


Intellect Design has been listed amongst prominent Wealth Management vendors in Gartner's report titled Banker's Guide to Client-Facing Wealth Management Capabilities

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