Bullfinch Wealth Suite

Bullfinch Wealth Suite, from KGiSL, is an integrated front, middle and back-office solution for managing complete wealth management lifecycle.

Bullfinch suite is designed with a robust, flexible, modular, layered architecture that allows you to introduce new modules, channels, business processes, and external interfaces based on its specific needs.

It can be easily interfaced with other back-office systems, broker-dealer systems for order execution, and fund distribution systems. The architecture and data model of Bullfinch are designed in a manner to offer optimum performance, scalability, and ease of maintenance.

It can be easily linked with other surround systems, thereby, reducing the costs and complexity of migration.

It comprises components for

  • Prospect management
  • Client profiling, financial planning, asset allocation and product selection
  • Contact management
  • Trade lifecycle management for various asset classes
  • Equity
  • Mutual funds
  • Fixed income bonds
  • Derivatives
  • Structured products
  • Managed accounts
  • Other investments
  • Portfolio monitoring, goal tracking, and analytics
  • Reporting and communication
  • Covers almost all investment verticals
  • Online Fund Manager / Advisor portal for profiling, planning, risk assessment and CRM activities
  • Model portfolios support for EQ / MF / FI (or) combination of these asset classes
  • Optimized re-balancing based on model portfolio
  • Multiple dashboards and reports at all levels with report scheduling capability
  • Support for all types of corporate actions
  • Complete inbuilt audit trail with history
  • Comprehensive fee management module
  • Managing Operational Process– Handling end to end back office process
  • Database and application server support and its maintenance
  • DBA support and maintenance with 24/7 dedicated team
  • End-to-end wealth management functionality – Ensuring single and seamless workflow across, a whole range of activities
  • Real-time order processing & risk management
  • Seamless integration
  • Flexible, scalable and modular design
  • Mobile app for Android and iOS
  • Operational automation through RPA
  • Multi-entity, multi-branch and multi-currency capability
  • Fast implementation – Get started quickly through pre-designed business processes and a high degree of configuration
  • Get buy-in from staff as well as customers by introducing an intuitive, simple to use package that caters for client profiling, financial planning advice, and portfolio management
  • Offers a range of investment products including Equity, Derivatives, Mutual Funds, Fixed Income, Managed Accounts, Structured products, and Other Investments
  • Control reports and MIS across/within asset classes
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