Wealth Management
Wealth Management
Wealth Management is a discipline that incorporates financial planning, Investment portfolio management and a number of financial services. It is a professional service it can also encompass all parts of a person’s financial life. Wealth management is done by wealth managers.
Wealth managers can be MBAs, CFAs & Certified Financial Planners(CFPCM) or any credentialed professional money manager who works to enhance the growth and income. Investors must have already accumulated a proper amount of wealth for wealth management strategies to be efficient and effective. It can be provided by large company entities, independent financial advisers or multi-licensed portfolio managers. Their services are designed to focus on high-net worth customers. Wealth Managers use their experience in estate planning, risk management and legal specialists, to manage the holdings of high net worth client. Wealth managers must contain a current profile of client holdings.
Features of Wealth Management
- Allows customer to review risk profiles.
- Track holdings against model portfolios for returns.
- Captures Customer’s details and risk profile.
- On approval by client they execute financial plans.
- Based on the advanced algorithms they provide tax coverage, education and insurance.
- Interfaces with banks, portfolios management systems, price vendors and other agencies.
- Provides dynamic search.
- Document Management.
- Dynamic user access control.
We handle information for the following segments
- Stocks
- Stocks Options
- Bond.
- Mutual Funds.