Wealth
Management

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

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

 

TRUST COMPANIES

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

 

We Offer

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 transactions. Compliance tool tracks onboarding of new clients and AML,KYC process to enhance efficiency and reduce risk in handling regulatory related issues. The reconciliation dashboard and audit trail help to identify control breaks to 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. Reports are easily downloaded to PDF and Excel.

INTEGRATION

Connect to third parties, including banks, brokers, custodians, and other applications to meet your specific need and 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.

 

Why Choose Us?

A single database that captures all pertinent data including customer profiles, wealth portfolios and investment transactions to help you build stronger relationships with your clients.

Consolidated portfolio views and analysis to give your clients a wholistic view of their investments and make more informed decisions.

A management dashboard tracks key activities and embedded compliance workflow captures pending onboarding issues for transparency and efficient management.

A central document database captures and stores client related documents digitally in one place. A comprehensive search filter makes identifying and retrieval of documents easy.

We customize to meet your specific requirements where needed

 

Would you like to start a project with us?

We would love to hear from you

Wealth Management Software

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