OVERVIEW

Asset ManagementThe MFund® Plus WMS Wealth Management Platform is a technology solution that is equipped with powerful features to address the unique challenges related to investment management, faced by wealth and asset management companies. The solution streamlines disparate workflows, enabling the complete investment management cycle to be controlled from a single coordinated point. It also helpsin delivering superior and personalized services to your advanced and demanding clientele.
3i Infotech’s MFund® Investment/Fund Management solutions suite has presently over 80 enterprise users in eight countries across the Asia, Middle East and Africa regions.

WHY MFUND® PLUS WMS

  • Web-enabled dashboard
  • Central content manager
  • Fund and portfolio manager
  • Tablet first design
  • Investment planning / transaction
  • App communications
  • Chat, Voice, Video call
  • Supports predictive analytics
  • Captive AI algorithms
  • Comprehensive CRM system
  • Customer onboarding functionality
  • Document management module
  • Risk profiling features
  • Financial planning module
  • Multiple geographies / currencies
  • Setup, manage model portfolios
  • Portfolio optimization models
  • Add-on advance analytics
  • Management decision support
  • Breach validations / monitor
  • Automated middle / back office
  • Corporate action processing
  • Generate financial statements
  • Customize own reports
  • Integration with 3rd party systems
  • End-to-end wealth management life cycle management
  • CRM including robo advisory
  • Risk profiling
  • Financial planning
  • Trade order management
  • Relationship manager application
  • Complete wealth management coverage from a single system
  • Modular product allowing fast scalability
  • Focus on digital channels including chatbot, mobility and portal