Global Wealth Platform (GWP)
The Global Wealth Platform (GWP) streamlines wealth management by integrating front, middle, and back-office functions into a single, cloud-based system. Key features include UMA accounting, multi-currency support, and a client portal, all designed to automate operations, enhance efficiency, and reduce risks associated with disparate systems.
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Top Global Wealth Platform (GWP) Features
- UMA accounting capabilities
- Integrated contact management
- Client portal access
- Real-time trade execution
- Multi-currency support
- Comprehensive asset class coverage
- Scalable investment operations
- Streamlined cash flow management
- Automated fee management workflows
- Digital reporting tools
- Integrated operational risk reduction
- Front-to-back office integration
- Customizable architecture solutions
- External model management support
- Service request automation
- Efficient position netting workflows
- Enhanced client communication tools
- Simplified upgrade processes
- Robust security features
- Support for complex investment strategies
