FOR WEALTH MANAGERS AND INVESTORS

Wealth Management

For External Asset Managers, Family Offices and Trust Companies, ArtiusGlobal gives you visibility on your managed portfolios and enables your business growth

CLIENTS

EXTERNAL ASSET MANAGERS

End-to-end solution which helps to streamline sales and investment operation, enabling you to build stronger client relationship and wealth portfolios.

FAMILY OFFICES

Ability to handle multi-asset and currency portfolios across family hierarchies and valuation reporting, enabling you to evaluate the performance of the portfolios and the investment managers.

TRUST COMPANIES

Flexible solution for Trustees to manage complex trust structures and meet your needs for account administration including customized valuation and client reporting for a wide range of asset classes.

FEATURES

SINGLE GATEWAY

Automate your business within a single software solution beginning with your clients’ profile and wealth portfolios, sales activity, trade life cycle to commission calculation, compliance monitoring and reporting. A springboard for you to build stronger relationship with your clients and make better-informed decision.

EFFICIENCY

Ease of follow-up on pending trades. Compliance tool tracks on-boarding of new clients and AML/KYC process to enhance efficiency and reduce risk in handling regulatory related issues. Reconciliation and audit trail avoid control breaks and minimize discrepancies.

REPORTING

Data and portfolio analysis to help you to manage your entire wealth portfolio. Customization offers flexibility to view portfolio characteristics and concentration and reports are easily downloaded to PDF and Excel.

INTEGRATION

Connectivity with third parties including banks, brokers, custodians and other applications to meet your specific need to make your operation more seamless.

CLIENT FOCUS

Client satisfaction is the driving force behind our business. We will commit designated team to support your day-to-day operation.

SECURITY

While information is the cornerstone of our ability to provide superior service, our most important priority is your trust. Keeping your information secure is top priority.

1 / CRM MODULE




2 / COMPLIANCE
3 / ORDER MANAGER


4 / REPORT MANAGER






CONTACT US

We would like to hear from you and share about our solutions.

T  +65 6914 2685

E  enquiries@artiusglobal.com

A  600 North Bridge Road, Parkview Square #10-01 to 10, Singapore 188778