Wealth Suite

Intellect FNA (Financial Need Analysis) allows the Relationship Manager to diagnose a customer’s financial portfolio, assess the risk appetite over different time horizons in his/her life and provide pointed investment suggestions towards the customer’s goal planning and portfolio construction.

Intellect FNA provides the key ingredients for right selling – assessing clients risk appetite, matching asset allocation and net worth



 

Our View
TODAYS REGULATORY REQUIREMENTS NECESSITATE MANDATORY RISK PROFILING AND PROOF OF ‘RIGHT SELLING’

FINANCIAL PLANNING
SYSTEMS HAVE
PARAMOUNT ROLE IN WINNING CLIENT TRUST

Private banking and wealth advisory firms are under continuous pressure from regulator as well as end-clients to deliver the right advice. Financial planning systems have a paramount role in Winning Customer confidence by right selling and in adherence to compliance guidelines Analyzing client risk preference and tolerance under various scenarios, at various life stages, synthesizing the same to evolve investment proposals for meeting client goals and timely reviews are key aspects of financial planning.


Our Offerings
INTELLECT FNA ENABLES COMPREHENSIVE CAPTURE OF FINANCIAL DETAILS FOR A WHOLISTIC PLANNING EXPERIENCE

"Intellect FNA helps comprehend all individual financial decisions into a comprehensive cash flow plan and also assist distributed financial planning for individual members of a single family appropriately committing incomes and outflows to individuals or complete family”.

Available on desktop and iPad

GENERATE AND MAIL
DETAILED FINANCIAL PLANS

Key Features

  • Risk Profiling
  • Basic / Detailed Fact Finding
  • Cash flow Analysis and Prediction
  • Goal Planning
  • Shortfall suggestion
  • Retirement planning
  • Insurance Planning
  • Implementation plan
  • Goals to Asset earmarking
  • Client signature capture for plan acceptance on iPad
  • Generate and mail detailed financial plans

COMPREHENSIVE FINANCIAL PLANNING PROCESS


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 FNA Module can be implemented in approximately 8-12 weeks.

Financial Need Analysis


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. Aesthetic engineering has introduced features that are optimized for operational efficiency while at the same time being very interactive, making it 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.