• Intellect
  • Specialised Segments
  • Asset Management Companies
Trends

Our Comprehensive Solutions Suite for your AMCs

Stress-testing engines for capital adequacy and liquidity risk. Automated regulatory data ingestion and validation

Deliver a Next-Gen Digital Investor Experience

  • Mobile-first onboarding with instant KYC and risk profiling
  • Real-time portfolio insights, performance analytics, and nudges
  • GenAI-powered investor digital experts for 24/7 engagement

Unlock the Power of Data, AI & Predictive Insights

  • Unified investment, investor, and distribution datasets
  • Predictive investor behavior models for churn, upsell, and cross-sell
  • Data-driven product design and market intelligence

AI-Driven Controls Compliance & Governance

  • Automated compliance checks across fund creation, trading, and reporting
  • Real-time surveillance for liquidity, concentration, and exposure limits
  • ESG scoring, disclosure generation, and greenwashing detection
Challenges

Challenges faced by Asset Management Companies

1

Real-Time Digital Investor Experience

  • Legacy investor servicing systems
  • Slow onboarding and KYC processes
  • Limited personalization in digital journeys

2

Data Explosion & Need for Analytics

  • Siloed systems limiting unified view of investors
  • Limited predictive analytics for investor behavior
  • Growing need for faster, more accurate decision-making

3

Regulatory Complexity & Compliance Burden

  • Enhanced disclosure and transparency norms
  • Compliance across multiple jurisdictions
  • ESG reporting, climate-risk disclosures, and greenwashing scrutiny

4

Hyper Personalization Expectations

  • Modern Investors expect real-time personalized portfolios
  • Goal-based advisory
  • Dynamic risk profiling
Our Products

Powering End-to-End Asset Management Companies

Explore our comprehensive product portfolio for Asset Management Companies

Wealth Management-Financial Advisory

Integrated platform for portfolio management, advisory, compliance, and client reporting.

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Wealth Management - RM Office

A smart, unified workspace empowering RMs with insights, portfolios, and client actions.

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Brokerage & Securities

Multi-asset trading, order execution, and securities processing in one platform.

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Custody

Comprehensive custody management for safekeeping, settlement, and asset servicing.

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Bank Treasury

End-to-end treasury management covering liquidity, investments, funding, and ALM.

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