7 Technology Innovations for Wealth Management Infographic
- 1. Grant clients secure access to portfolio data Allows access to 2,600+ financial institutions Retrieve investment characteristics (sector, industry, capitalization, geography, bond rating, etc.) Schedule report creation: Daily, Weekly, Quarterly, Annually Always on Customize for roles (accountants, investment manager, executive, principal) BATCH REPORTING SaaS (SOFTWARE AS A SERVICE) Documents included in back- end & disaster recovery routines DOCUMENT MANAGEMENT DATA INTEGRATIONS CLIENT PORTAL API CALLS (Start at 12 AM, End at 11:30 PM) Instant access to detailed information without running reports No mistakes during transfer, auto update, add or deletion of data Top Standards today include SOAP, UDDI, WSDL Download transaction detail and cash balances Store documents in multiple locations. Ability to group reports together: Financial, Performance, Portfolio, AP/AR DASHBOARDS WITH DRILL THROUGH Run reports at any time of the day Choose from 5 to 25 inserts to customize your dashboard Store and share documents with clients Access to thousands of indices & benchmarks through multiple providers (IDC, Russell, MSCI, HFR) Use any type of computer (desktop, laptop, netbook) Most Browsers (IE, Safari, Chrome, Firefox) Store MSWord, .PPT, .XLS, PDF, .MOV, etc. Run reports on any day of the week (M, T, W, Th, F, SA, SU) Reduce labor costs (no IT department) View asset allocation, balances, transactions, contact info, and performance Look for SSL or TLS for secure encryption Automate the flow of information from one database to another Schedule operations, tasks or routines 70+ 4K 1 7 6 5 4 2 3 http:// www.archwaytechnology.net 7 TECHNOLOGY INNOVATIONS FOR WEALTH MANAGEMENT