Wealth Management

Stay ahead of the market place and serve the unique demands of a challenging new gen wealthy individuals with smart digitalization of the wealth management

KGiSL offers software solutions for managing the complete wealth management lifecycle that enables financial institutions, banks, and other wealth management service providers to maintain trust and long-lasting relationships with clients. The integrated, multi-faceted technology will let you deliver outstanding investment advice to all your clients. The competitive advantages of the KGiSL wealth management solution are, it provides a combination of supporting conventional methods of functionality as well as individual ways of maintaining the customer-bank relationships. Moreover, the automated and innovative approach towards wealth management services, and offerings are highly efficient. KGiSL’s wealth management solution offers complete digitalization and leverage technology to develop a mobile-first user experience to reach customer expectations and stay ahead of the competition.

Bullfinch Wealth Suite

An integrated front, middle and back-office solution for managing complete wealth management cycle.

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