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EDIFICE
EDIFICE- Wealth Management
Edifice is a professional service for individuals which encompasses a combination of financial planning, investment advice, accounting / tax planning, and legal / estate planning
Also referred to as ‘Private Banking’ it involves various asset classes like fixed income securities, equity, mutual funds, bank deposits, commodities, real estate etc. In short, a planning & advisory platform that empowers financial advisors with planning & advisory capabilities.
Edifice is a powerful tool that provides relationship managers a comprehensive view of their client portfolio w.r.t risk profiling, investment advice, portfolio reviews & performance tracking and reporting.
Key Features
- Provides critical data on clients’ financial needs & behaviour, which act as triggers for the institution for cross selling opportunities
- Gives a consolidated view of financial position to customers and their relationship managers
- Comprehensive report-generation capabilities
- Event-based alerts, mail services
- Online connectivity to multiple external host systems – Banks, Depositories, Market Data vendors, Stock Exchanges etc.
EDIFICE modules
Business Modules
- Financial Planner & Advisor
- Portfolio Management
- Account Aggregator - provides a consolidated view of a customer’s Assets, Liabilities & overall financial position across products and institutions
Infrastructure Modules
- System Administration
- User Administration
- Relationship Management
- Alerts
- Information Management
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