Wealth Suite

Intellect FABX (Financial Advisors Business Exchange) is a state of the art workstation solution that empowers advisors by making available all the information needed for effective Customer interaction, Relationship building, Performance monitoring, Analytics and Decision making at one place.

Intellect FABX aggregates client, portfolio information from multiple sources and provides a single point interface for 360 degree view of clients.



 

Our View
ACCURATE TIMELY INFORMATION ENABLES BETTER CLIENT SERVICE AND IMPROVED PRODUCTIVITY

30% OF ADVISORS TIME
IS SPENT ON
ADMINISTRATIVE TASKS!

Better conversations with clients create deeper relationships and win client trust. Advisors need to have the relevant information at their fingertips and actionable insights for better decision making. And both of these should be available anywhere anytime.

In a business where time matters, 30% of an advisors’ time is spent on managing administrative tasks, aggregating and analysing the required information for a client engagement. This time could be spent in strengthening existing client relationship and in acquiring new clients.

Wealth management firms need to equip their advisors with the right technology to improve advisors’ productivity and service growing needs of their clients.


Our Offerings
FABX PROVIDES ANYWHERE, ANYTIME ACCESS TO CLIENT AND PORTFOLIO INFORMATION

Today’s advisor is on the go and is in need of on-demand information about “Customer, Self and Team. FABX eliminates the wasteful time spent by advisor for searching and getting information by orchestrating data from multiple sources and provides consolidated, contextualised information in an intuitive manner"

PROVIDES
360 DEGREE VIEW
OF A CLIENT

Key Features – Desktop Version

  • Unified 360 degree view of a client
  • Portfolio Performance Analytics
  • Client communication and alerts
  • Risk Profiling and Financial planning
  • Self and team Performance dashboards
  • Personalised Investment plans
  • Configurable work spaces

 

Key Features – iPad Version

  • Client listing for easy access to Advisor – quick summary and drill down
  • Work offline and sync when online
  • Contact management capability – Audio / video conferencing, interfacing with Skype for calling clients, interface with mail clients
  • Detailed and intuitive financial planning and portfolio comparison
  • Multi level portfolio view
  • Reports library for reports
  • Integration with Social media, maps and email
  • Voice command integration for certain functions
  • Speech to text conversion for call reports
  • Signature capture
  • Analytics based Items for Action / Alerts
  • Same view to advisor and the client

Benefits

  • Effective conversations with clients
  • Improves advisor productivity
  • Consistent application experience on desktop / laptop and iPad
  • Personalised application experience
  • Scalable architecture
  • Faster launch and reduced time to market
  • Flexible data integration approaches

WORKSPACES DESIGNED KEEPING IN MIND ADVISORS DAILY NEEDS


Our References
PROVEN EXPERTISE SPEAKS FOR ITSELF


Our Approach
PARTNERING FROM THE BEGINNING TO THE END – AND BEYOND

QUICK IMPLEMENTATION
IN 24 WEEKS

At iGCB we believe in complete partnership, not just in being another ‘vendor’. We will engage with you during the creation of the product for your line of business with the system to ensure quick ‘go to market’ strategy and provide effective and efficient workarounds for your unique functionalities / processes. Our expert teams will also help in defining your ‘go-to’ process through pre-configured designed products. In addition to this, we provide you with near real-time scenarios to run the Business scenario simulation. Our experts also elucidate how to bundle the multiple business products with existing re-usable components.

The system can be implemented in approximately 24 weeks.

Wealth Suite Arc


Our Technology
SOA-COMPLIANT, AESTHETICALLY ENGINEERED, EASY INTEGRATION APPROACHES

THE UI IS BUILT TO
CREATE WOW FACTOR
AND ENRICH THE
CUSTOMER EXPERIENCE

Intellect Wealth Platform is built on open standards. The present state-of-the art technology built on SOA and J2EE architecture serves as the backbone of the platform. The richness of the architecture is further enhanced by its adoption to the various industry standards including Web2.0, Enterprise2.0 and distributed computing. By leveraging SOA, Intellect offers a smart build option as it has a clear separation of business logic with user interface and external system interface layer giving the flexibility to configure parameters & transaction flows. The applications have dynamic system with multiple interactive features which help the advisor to choose the way the data can be viewed.

Intellect Wealth products have been aesthetically engineered and the user interface is built to create a WOW factor and enrich the customer experience. Aesthetical engineering has introduced features that are optimized for operational efficiency while at the same time is very interactive making it a user-friendly and easy to learn and use.

Intellect products are supported by technology that gives the ease of integration with other applications as banks could put Intellect Wealth or its individual component on top of any legacy application. Integrations are supported by the Intellect FT Message Hub and open API standards to enable seamless integration with external feeds and/or systems like core banking, price feeds, order management systems and Fund House.