Wealth Qube, Intellect’s digital wealth management solution, built on design thinking principles, promises banks and FIs the Advantage 2020 – 20% increase in productivity with 20% reduction in costs.
Wealth being a high touch business, Intellect Wealth Qube realizes that relationship managers are the key drivers of the business and need to be adequately equipped to deliver on their set goals. With that as the underlying principle, Wealth Qube’s vision is to Empower RMs and has taken the RM-first design approach for the solution.
As an extended business arm, Wealth Qube is an API-based, scalable omnichannel solution for private banks, wealth management firms, advisory firms, and broker-dealers. It is a full stack digital solution capable of managing the complete lifecycle of Wealth management.
One-stop digital wealth management suite
Relationship Manager Office
Relationship Manager Office provides a 360-degree view of the clients’ holdings and relationship. It helps in providing effective advisory
Risk & Compliance Office
Risk & Compliance Office allows transparency in business to meet and maintain control over regulatory norms. It allows less risk and reduces compliance cost.
Fund Manager Office
Fund Manager Office equips fund manager to oversee fund management and accounting. It facilitates quick decisioning and intuitive advisory.
Trust Office enables administration of trust accounts and products. It provides cost efficiency and risk free account management.
Operations Office provides end to end digitalisation of the entire life-cycle of managing and administering wealth. It helps in reducing cost and increase efficiency.
Customer Personal Office
Customer Personal Office empowers the bank’s end-customers with a single interface to gain a 360 degree view of portfolio. It allows self management of portfolios and increases efficiency