Bullfinch Wealth Suite

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

Bullfinch 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.

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. By easily integrating with other surround systems the cost and complexity of migration can be reduced.

Bullfinch Wealth Suite

Components

multi-currency

Multi-ability Multi-branch and Multi-currency capability

framework

Robust, Flexible, Scalable Framework

processing

Real time Order Processing & Risk Management

360

360 degree customer view with smooth navigation

client-report

Relationship based statements and Client Reporting

qe-spelized

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
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