Digital Experience: leveraging the OFS Conectus product WIO enables you to create a cohesive and functionally rich user experience, whether it be for clients, agents or advisors. It provides clients with a complete view of the portfolio, self directed trading, enables the distribution of documentation, co-browsing between advisor and client, generates notifications and allows clients to digitally interact real-time with Investment Managers. It is Omni-device and Omni-Channel, in one unified client experience. For more details see Conectus.
Digital CRM: leveraging the OFS Client Engage product, built using the latest Microsoft Dynamic’s technology, WIO guides the on-boarding process from prospect to new client. Using built-in workflow, it manages the whole process through a compliant set of defined stages, such as gathering data, suitability review and mandate setting. For existing clients, Client Engage ensures adherence to regulatory controls by retaining client records and monitoring suitability. For more details see Client Engage.
Portfolio Management: portfolio management is the core of every financial service. Leveraging the OFS Eximius product, WIO provides best in class portfolio management features: Portfolio Analysis, Risk & Compliance, Benchmark & Attribution, Modelling & Rebalancing, Order Management (OMS), Portfolio Monitoring and Alerting. For more details see Eximius.
Stock-Broking Back Office: to guarantee operational excellence a key element is an efficient, reliable back office. WIO leverages the OFS Altimis product a superior, multi-currency, multi-channel stockbroking back office system featuring: Trade management, Cash & Stock management, CGT calculations and reporting, Accounting, ISA Administration, Fee processing, Corporate actions and dividends, Bulk processing, Custody, Clearing & Settlement, CREST interface. For more details see Altimis.
Compliance & Audit: Wealth In One, actively manages regulatory changes impacting both the individual products, but also the whole solution to ensure compliance at every level. As a solution it provides automation, control and monitoring of compliance rules and exception management, for example a diarised view of suitability reviews and mandate adherence. We are committed to delivering regulatory changes as part of the service provision.