WEALTH MANAGEMENT SOLUTIONS

Industry Trends

The COVID-19 crisis has accelerated changes in the Asset & Wealth Management industry. Business models are being transformed rapidly with a newfocus on operation risks, covering business continuity and sustainability; cyber and reputational risk management; and increased transparency across business functions. There is an increased adoption of digital tools and analytics, wherein physical channels are being optimized to alignwith digital channels. Industry consolidation has become the norm and merger & acquisition strategies are being reassessed to meet future requirements. We are also witnessing transition from a transaction-based business model to a client-centric, discretionary/advisory model.

How 3i Infotech Drives Value

As global leader in IT, Business and Digital solutions, we help our clients grow and efficiently manage investments by providing an innovative, modern and scalable Wealth & Asset Management software platform.  With more than 27 years of experience working with different clients and situations, we have crafted a world-class software technology platform MFund® Plus, which is a fully integrated system for Global Wealth & Investment Management firms, giving them a real-time overview of their entire business in one system.

Benefits to Clients

Technocrats and data scientists at 3i Infotech work with clients to build and implement the right set of tools that

  • Improve business agility and optimize business processes, by leveraging an embedded RPA framework
  • Improve customer experience by enabling Machine Learning and Artificial Intelligencepowered digital tools like Hybrid Robo Advisors, Remote RMs and Chatbots
  • Provide faster time-to-market through ready to use APIs with market data providers, global banking/ insurance systems and payment technology providers, among others
  • Manage operational and regulatory risks effectively through ready configurable interfaces
  • Enhance decision making with the use of in-built Business Intelligence and advanced analytics

PRODUCTS

MFund® Plus

MFund® Plus Suite is a comprehensive, multi- currency enabled web based application, designed to provide a powerful automation tool to streamline fund management activities.
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MFund® ISS

MFund® ISS (Investor Services System) is a web based system through which mutual fund clients and distributors can manage investor services and fund administration activities.
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MFund® Plus WMS

MFund® Plus WMS Wealth Management Platform addresses the unique challenges related to investment management, faced by wealth and asset management companies.
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