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Average Ratings 0 Ratings
Description
Wealth Intelligence (WIN) offers a comprehensive range of fully integrated solutions for front, middle, and back office wealth management. This cohesive system is tailored for asset and wealth management firms, allowing them to manage their entire business operations through a single platform, eliminating the need for multiple systems. A bank guarantee is a financial assurance provided by a lending institution, confirming that a debtor's obligations will be fulfilled. This guarantee empowers customers, or debtors, to purchase goods, acquire equipment, or secure loans. The demand for a modern Guarantee Management System is crucial, especially one that emphasizes digital automation and seamless integration among various stakeholders, including debtors, agents, and risk carriers, to enhance operational efficiency. Contemi's Bank Guarantee Management System emerges as an ideal solution for this contemporary need, facilitating rapid and straightforward customization of products tailored to industry requirements. With its user-friendly interface, the platform stands out as a vital tool for firms looking to streamline their guarantee management processes.
Description
Boost the expansion of your wealth management enterprise with a versatile and all-encompassing platform. The WealthMapper platform empowers you to harness a robust array of partners within our ecosystem, facilitating the introduction of innovative retail wealth management services. This modular digital toolkit employs cutting-edge advancements in technology and distribution, enhancing both innovation and speed to market. WealthMapper enables you to offer seamless services that provide a holistic view of clients’ financial assets, current accessibility, and recommended actions to take. We provide comprehensive wealth management solutions, ranging from adaptable customer-facing services to efficient and leading-edge back-office operations. For financial service providers, WealthMapper propels your growth objectives through pre-integrated, top-tier solutions and services. For consumers, it serves as an essential tool to enhance visibility, accessibility, and actionable insights regarding their financial status, making informed financial decisions more attainable. Overall, WealthMapper stands as a transformative resource in the wealth management landscape.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Contemi Solutions
Country
United States
Website
contemi.com
Vendor Details
Company Name
tietoevry
Country
United States
Website
www.tietoevry.com/en/banking/digital-insurance-and-wealth-ecosystems/wealth-management-ecosystem/
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management