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Wealth Management Solutions
Efficient, client-focused technology solutions for modern wealth management firms.
Efficient, client-focused technology solutions for modern wealth management firms.
A wealth management solutions partner with deep financial services expertise, Hexaware modernizes advisory, onboarding, compliance, and investment operations for leading wealth management firms.
How Do Wealth Managers Deepen Client Relationships Digitally
Wealth management services help firms combine automation, analytics, and AI into deeper wealth manager-client relationships through personalized planning, connected interactions, and timely portfolio insights. Hexaware’s wealth management technology solutions bring advisory, operations, data, and automation together to modernize how firms serve clients.
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.
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.
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.
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.
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.
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.
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 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.
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 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.
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.
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 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.
Designed with a modular, open architecture, this framework delivers tailored investment strategies for long-term financial goals.
This framework features intelligent document parsing for swift data extraction and an AI assistant for seamless user guidance. It streamlines client onboarding and lays a scalable foundation for future workflows.
Our deep domain expertise, full-spectrum engineering support, and collaborations with top fintech providers and platform companies ensure practical, scalable solutions that accelerate time to market and deliver real value to our clients.
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.
Delivering personalized advise at scale requires connected client data, AI-driven insights, and digital engagement across every interaction. Hexaware’s wealth management solutions combine automation, analytics, and wealth management technology solutions to help wealth managers deliver tailored experiences more efficiently.
GenAI analyzes client goals, financial data, and market trends to generate personalized recommendations, model multiple financial scenarios, and support more informed investment decisions while improving advisor productivity.
Automated compliance workflows, centralized data governance, and continuous monitoring help organizations meet changing regulatory requirements while reducing manual reviews, improving reporting accuracy, and strengthening operational controls.
Yes. AI enhances advisor capabilities by providing data-driven insights, automating routine activities, and generating recommendations, allowing advisors to focus on relationship management, strategic guidance, and personalized client interactions.
Modern operations depend on connected platforms, intelligent automation, integrated data, and cloud technologies that streamline onboarding, portfolio management, compliance, and operational workflows while improving efficiency across the enterprise.
Wealth management firms choose Hexaware for its combination of deep financial services expertise, AI-led innovation, cloud capabilities, and end-to-end transformation experience. Our wealth management services help firms accelerate digital transformation in wealth management while improving client experience and operational performance.
Let’s Build Your Wealth Strategy