Wealth & Asset Management Solutions

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Technology, Data, Digital

Future-Ready
Wealth Management

Our wealth and asset management solutions help you “win and retain” the new wave of tech-savvy, price-sensitive investors. Compete in the evolved marketplaces set apart by FinTech disruptions, stringent regulations, cost pressure, and thinning margins. The cutting-edge solutions for wealth management help your AMC succeed through a consulting-led transformation, using intelligent digital tools that reshape the legacy process frameworks and operating models.

Wealth Management Technology

• Data analytics
• Robo-advisor
• Online collaboration tools
• Interactive dashboards
• Reporting tools
• Robotic process automation

Investment Operations Outsourcing

• Order management
• Investment accounting
• Performance measurement
• Risk management
• Portfolio analytics
• Reporting and billing

Fund Administration

• Accounting
• Distribution
• Investor reporting
• Treasury
• Depository services

Regulatory Compliance

• Regulatory reporting
• Investor compliance (FATCA, UK CDOT)
• Portfolio compliance monitoring

Enable Peak Performance

Automated, Data-Driven
Digital Solutions

Leverage AI-powered wealth and asset management solutions to automate processes, derive valuable insights from data and meet regulatory compliance. Increase the efficiency and agility of your investment operations using a combination of intelligent automation and outsourcing.

Robo Advisors
Predictive Analytics

Algorithm-driven Robo-advisory platforms can help you deliver fast, precise, and effective financial planning services to investors with no or minimal manual intervention. Harvest insights from customer data collected through survey utilities and other touchpoints, offering robust and personalized investment advisory to grow the wealth and assets of your clientele.

Key Features

24/7 availability
Automated investment services

Generate valuable insights from the vast amount of customer data and determine optimal investment strategies using predictive analytics tools. Deliver best-in-class wealth and asset management services to your clientele.

Key Features

Configure as per business requirement
Insights to support real-world decision making

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Care, Diligence, Competence

Why Anaptyss?
Our USPs

Our wealth and asset management solutions powered by the Digital Knowledge Operations (DKO)™ framework offer a tailored approach at the intersection of Human Capital, Domain Expertise, and Digital Intellect.

Digital Nativity

Combination of in-house and
industry-leading tools

20+

Years of deep
domain experience

SMART Dashboards

Intuitive dashboards
to track performance

Flexible and Scalable

On-demand Right Shoring

Anaptyss