Infinite Wealth Management System (iWMS) is a comprehensive system to facilitate financial institutions to build up relationships with their mass affluent/ high net worth customers and to increase wealth management product penetration within that customer base effectively.

iWMS shortens the sales cycle and improves sales success with customizable workflow rules for automated sales processes, order generation and straight-through settlement.

Highlights

• Support end-to-end processes from mobile sales to transaction settlement, with rich multi-media content management tools to facilitate front line sales

• Analyze customer financial needs based upon information collected from customers and come up with well-defined financial goals

• Adopt customer centric approach with risk profile analysis, complete portfolio review in colorful graphic presentation, market data feed, product recommendation and price alert functions

• Product platforms include building investment portfolios, asset allocation models and reporting to customers

• State-of-the art development by using Web and Java technologies and seamless integration to legacy system as well as enterprise CRM system