Polaris Software Lab - Intellect Wealth Management

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Intellect Wealth

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Intellect Wealth - Overview

Overview

Functionality

Technical Architecture

Success Stories

Intellect Wealth, 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. It comprises components for

Prospect management
Client profiling, financial planning, asset allocation and product selection
Contact management
Trade life cycle management for various asset classes including
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

Interested? To discuss how we can assist your organization, write to us now!

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