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.
Regulatory Compliance
Wealth Management Technology
Fund Administration
Investment Operations Outsourcing
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.
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
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