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Go agile & deepen client relationships by multi-folding their investments and parallelly optimizing operations

Bullfinch Wealth Suite is a SaaS-enabled, integrated, front-to-back Omni channel system that includes diversified range of asset classes to manage the complete wealth management lifecycle.

Bullfinch helps to unlock the insights and gets you on an exponential growth trajectory through its advanced analytics and personalized recommendations.

It serves all client segments from retail to high net-worth investors and fully supports the provision of discretionary and non-discretionary, advisory services from a single platform.

A complete multi-module wealth management suite that provides wealth managers an interactive portal with artificial intelligence to effectively manage HNI portfolios.  

A 360-degree end-to-end solution for wealth advisors

Frictionless digital client on-boarding

Comprehensive workflow-based CRM

Robust hyper personalization to your clients

Seamless bi-directional client-business communication

Dynamic Report Building for Client & MIS

Machine learning and AI for significant performance uplift

Intuitive hybrid mobile apps

Embrace the digital transformation of financial advisory through our high-tech platform assuring measurable results and keep customers delighted

We have covered you all!

Wealth Managers
  • Unified client life cycle management
  • AI powered rebalance suggestions
  • Deeper analytics with 360 degree portfolio visibility
  • Risk profiling & health check
  • Task force management & account aggregation
Operations
  • Zero touch BOD & EOD processes
  • Real-time alerts
  • Integrated business environment for easy data exchange
  • Hassle free revenue management
  • In depth user experience
Clients
  • Deeper analytics with 360 degree portfolio visibility
  • Personalized client experience
  • Intuitive web and mobile app for easy access
  • Single repository for information
  • Notification & alerts
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