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Intellect Wealth Management
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Home Products Intellect Wealth Functionality
 
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Functionality

Intellect Capital Markets and Securities Services, part of the Intellect Suite™ of products from Polaris, is an integrated front, middle and back-office solution for managing complete wealth management life cycle.

The solution is a combination of the following Products / GeneS from the Intellect Suite:

  • Relationship
  • Invest (Brokerage, Mutual Funds, Structured Products)
  • Core (Cash accounts, Time Deposits)
  • Lending (Loans, Margin Financing)
  • Integrator
  • Armor
  • Other GeneS as required

It comprises components for:

  • Prospect management
  • Client profiling, financial planning, asset allocation and product selection
  • Contact management
    • Mutual funds
    • Hedge funds and other Collective Investment schemes
    • Equity
    • Bonds
    • Derivatives
    • Structured Products
    • Insurance
  • Alternative Investments
    • Portfolio monitoring, goal tracking and analytics
  • Reporting and communication

Advantage Intellect

  • Global Functionality and best practices
  • Built-in Risk Management
  • Faster time to Market
  • Operational and Functional Efficiency – STP, Business rules
  • Seamless integration
  • Amortization of technology investment over a longer period

Solution Capability

  • Supports Omnibus & Direct Mode of Investments.
  • 24x7 applications, Ability to transact even with EOD running parallel.
  • Handles the complete Wealth cycle of Planning, Execution and Monitoring for a client.
  • Prospect Management and Lead capture.
  • Multi tier Relationship structure.
  • Multi lingual, Multi Branch, Multi Market and Multi Currency enabled
  • Offers secure ways of handling front office/middle office/back office
  • Integrated relationship view and client servicing platform along with facility to handle transactions and queries from the same screen
  • Client Risk Profile, Asset Allocation as per risk profile, financial goal planning tools
  • Supports the complete life cycle of a transaction from order placement to settlement along with corporate actions and portfolio management for banks own products and third party products
  • Offers three dimensional compliance including Firm’s investment and risk policies, client’s investment policies as well as regulatory policies.
  • Supports setting the service standards and monitoring the TAT’s.
  • Supports both investment and loan products ranging from traditional asset classes like Mutual Funds and Equity to Derivatives and Structured Products.
  • Supports both manual entry and straight through processing.
  • Maker-checker feature is provided at all places with a provision to enable/ disable the same based on defined parameters.
  • Relationship based statements and client reporting.
  • Supports performance tracking of Relationship Mangers
  • Credit including margin financing across products/ assets
  • Real time credit risk management.
  • Co-existence and integration with existing bank systems
 
Interested? To discuss how we can assist your organization, write to us now!
 
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