Asset and Wealth Management

This brochure details how we help Asset and Wealth Managers significantly and rapidly augment the service offered to their clients.

Asset and Wealth Management

Solution literature

This brochure details how we help Asset and Wealth Managers augment the service offered to their clients by improving Client Money compliance, process efficiency, risk monitoring and accounting without requiring a wholesale replacement of legacy systems.

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What's inside

We have identified five key challenges facing the cash operations and finance teams in the Asset and Wealth Management industry:

  • Onerous regulatory and trust requirements for Client Money protection and segregation
  • Lack of accounting control
  • Settlement and allocation of customer cash
  • Managing multiple bank accounts
  • Maximising returns-effective treasury management
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