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

Bullfinch Digital wealth management solution enables banks, financial institutions and other wealth management service providers to deliver both Investor-directed and advisor-driven wealth management services to their customers. It offers rich features including graphical representation and comprehensive analysis capabilities, it is a composite package that helps wealth managers to offer expert and customized investment advice to all their customers.

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

Bullfinch investment software 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 wealth management system is designed in a manner to offer optimum performance, scalability, and ease of maintenance. By easily integrating with other surrounding systems the cost and complexity of migration can be reduced.

Bullfinch is a comprehensive, customer-centric package, which offers customers with interaction portal, fund manager utility, wealth, asset, and portfolio management.

Components

Multi-ability Multi-branch and Multi-currency capability

Robust, Flexible, Scalable Framework

Real time Order Processing & Risk Management

360 degree customer view with smooth navigation

Relationship based statements and Client Reporting

Control reports and MIS across / within asset classes

Highlights

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

Benefits

End-to-end wealth management functionality
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