Wealth Management

by Clayfin · Wealth and investment platforms · India

Digital wealth management

What Wealth Management does

• Research and Alerts
• AI-assisted recommendations with human approval workflows
• Predictive analytics
• The compliance layer.
• The client hierarchy.
• The reporting requirements.

What Wealth Management is used for

• Bring clients, products, portfolios and execution together
• Detect portfolios needing review or rebalancing
• Launch wealth journeys faster
• Manage digital proposals and mandates
• Identify client opportunities for guidance

Who Wealth Management is for

• Banks

About Clayfin

Omnichannel digital banking platform for retail, corporate and wealth banking, with personal finance management tools.

Clayfin in the vendor registry: its products, features and similar vendors.

Also by Clayfin

• Smart Retail Banking: Retail internet and mobile banking
• Corporate Banking: Corporate internet banking
• Personal Finance Management: PFM tools for customers
• Channel Analytics: Analytics on digital channel usage

More in this category: Wealth management and investment platforms.

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