Wealth Management

On Demand Agility combines the industry's best technologies and business domain expertise to offer an extensive portfolio of functions leveraging end to end processing of investment products across varied asset classes. We understand the specific needs and requirements of your institution and offer you appropriate advices and solutions to manage wealth efficiently and profitably. We provide you with comprehensive custom-built solutions with the ongoing support of a traditional packaged application.

Our key module services include:

• Separately Managed Accounts SMA
• Mutual Funds
• Financial Planning
• Product Selection
• Account Administration and
• Trading

We are committed to provide you with advanced technology and an extensive range of services catering to all aspects of wealth management operations.

• We excel at providing
• Financial planning
• Consolidated client reporting
• Portfolio accounting
• Trade order management
• Administration workflow
• Strategy
• Vendor feeds
• Reconciliation
• Data migration
• Product selection
• Billing
• Broker workstation

We work in complete association with firms to resolve critical issues and tackle key initiatives. Following are some of our accomplishments we share with clients:

• Validated and accumulated reference data from thousands of entities
• Created a single sign-on environment for clients and advisors
• Developed integrated web-based applications
• Migrated 250,000 clients from one wealth management application to another
• Installed vendor packages into IT infrastructures