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.