Digital Wealth
(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 realizes 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.

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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 life-cycle 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 portfolio. It allows self management of portfolios and increases efficiency

Accolades

Driving customer value & market leadership

CELENT

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’.

IDC

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

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04 Dec 2019

Intellect Launches RM Office 2020 for Wealth Managers
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20 Mar 2019

Wealth Re-Imagined – The launch of Wealth Qube – 2020 at Intellect User Meet, Dubai
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