Wealth Management Solutions
Efficient, client-focused technology solutions for modern wealth management firms.
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The wealth management industry is evolving rapidly, driven by shifting demographics, generational wealth transfers, increasing regulatory demands, and swift digitalization. Hexaware’s wealth management solutions harness fintech innovations to integrate front, middle, and back-office systems while standardizing workflows. Our solutions enhance operational efficiency, elevate client experiences, and support regulatory compliance. As a trusted partner to wealth managers, we enable digital transformation in wealth management through streamlined client onboarding, optimized data management, and fully integrated solutions that empower you to stay ahead in a dynamic market.
Turn to Our Wealth Management Solutions to:
Struggling to keep up with the rising demand for personalized wealth management services?
At Hexaware, we empower wealth managers with gen AI-powered services that deliver personalized investment strategies tailored to each client’s unique goals and values. By leveraging advanced data analytics and CRM integration, we enable the creation of highly customized portfolios and services that can scale with growing demand.
Overwhelmed by regulatory demands?
Our advanced solutions turn compliance into operational strength. We help clients streamline their onboarding process through e-KYC for a smooth, compliant start, while our accelerators automate checks, reducing manual effort and risk. With automation, analytics, and AI tools, we help wealth management firms confidently navigate complex regulations.
Looking to streamline operations in wealth management?
Our accelerators empower wealth managers to reduce manual tasks, centralize data, and improve workflow efficiency. With automation and strategic data handling, we turn operational efficiency into a core strength, boosting client satisfaction and profitability.
Ready to bring your wealth management processes into the digital age?
Our wealth management technology solutions integrate seamlessly with your existing systems, enabling smooth transitions and powerful enhancements. From leveraging AI insights to real-time analytics, we provide the tools to modernize your operations and maintain a competitive edge.
Turn to Our Wealth Management Solutions to:
Wealth Management Capabilities
Our AI-driven analytics and seamless data integration empower your wealth management business to gain a holistic view of portfolios and client behaviors, helping you make informed decisions and drive better performance outcomes.
Our automated advisory and financial planning solutions help your business streamline client acquisition, portfolio management, and reporting processes, allowing advisors to focus on delivering personalized, real-time investment insights.
We specialize in integrating third-party direct indexing platforms, continuous dataset monitoring, and implementing factor-based investing strategies, including ESG (environmental, social, and governance) integration, to optimize investment portfolios.
Hexaware offers flexible digital managed services, transformation, and consulting for automated know-your-customer (KYC) processes, KYC talent services, end-to-end workflow automation, and digital onboarding solutions to enhance client onboarding and streamline regulatory compliance.
Our generative AI-powered goal-based financial planning solutions provide personalized financial advice, simulate various financial scenarios, and help clients achieve their financial goals through intelligent, data-driven insights.
Our solutions streamline the fund onboarding process, provide implementation and customization of wealth management tools, and enable asset/wealth managers to manage multi-currency fund accounting systems.
Our trading platform services, including customization, testing, and support, as well as seamless trade reconciliation and pre-trade risk and compliance solutions, enhance trade order management by integrating real-time data and automating processes.
Hexaware provides comprehensive fee and invoice management services, standardizes processes, and transforms solutions through seamless data integration and customization. We also offer performance and risk analytics to assess risks and evaluate revenue streams.
Our comprehensive regulatory reporting services cover key regulations with robust data governance. We facilitate smooth onboarding to reporting platforms, automate transaction report generation, and standardize reporting processes to improve efficiency across multiple regulatory frameworks.
Our ESG solutions help your business build sustainable net zero portfolios by offering pre-built ESG data models, managing sustainability policies, and integrating ESG factors into your investment strategies.
Case Studies
Insights
September 5, 2024
Generative AI in Financial Services: Transforming Goal-based Financial Planning
Blog
Wealth Management Team Leaders
Ravi Vaidyanathan
Wealth Management Leader
Jeetendra Gupta
Wealth Management Leader
Jamir Savla
Wealth Management Expert
Additional Areas of Focus in Financial Services
Asset Management
Enhance efficiency and decision-making with AI-driven asset management solutions that streamline operations, harness data, and personalize engagement.
Asset Servicing
Optimize asset servicing with Hexaware’s tech-driven solutions, seamlessly integrating operations to enhance efficiency, compliance, and competitiveness.
Unlock the potential of technology in wealth management.
Let’s Build Your Wealth Strategy
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