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Average Ratings 0 Ratings

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ease
features
design
support

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Description

We empower our clients to deliver integrated and embedded wealth solutions, creating products that resonate with their customers. This encompasses saving, investing, trading, and managing wealth seamlessly. Customers today demand digital financial offerings that are not only easy to access but also aesthetically pleasing and capable of maximizing their funds; if they can't find these features with you, they will likely seek alternatives. By keeping customers within your ecosystem, you can enhance relationships and boost revenue through investment propositions tailored to their needs, thereby fostering both your business's growth and adaptability. This represents the essence of cutting-edge digital investment solutions. Utilizing advanced technology means you can launch in a matter of months rather than years. The complete automation of the investment lifecycle helps maintain low costs. With API layers, businesses can integrate with any current or future in-house solutions, third-party applications, or data sources. Additionally, the platform's modular structure offers a versatile foundation for creating products that cater to a diverse range of customer needs, ensuring that you can meet the evolving demands of the market. This adaptability is crucial for staying competitive in an ever-changing financial landscape.

Description

Prominent private banks and financial institutions leverage SMART for effective wealth management, enhancing their operational strategies and facilitating their digital evolution. The prevalence of data presents a significant challenge, primarily concerning its quality. In the realm of banking, particularly in Wealth Management, complexity necessitates a proactive, efficient, and pragmatic approach. Acknowledging the imperfections in data quality is crucial, as it reflects the realities of our business processes, revealing both our advantages and shortcomings. While perfection in data may be an unrealistic expectation, it is vital to focus on critical data that significantly influences organizational outcomes. Cultivating a robust data culture is not an overnight endeavor; it requires sustained effort and strong leadership support. Moreover, effective management of profitability hinges on the thorough analysis of both accounting and analytical transactions, underscoring the importance of data integrity in driving business success. This commitment to data quality ultimately supports informed decision-making across the organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Avaloq Core
IBM Db2
IBM Netezza Performance Server
Microsoft Excel
Oracle Cloud Infrastructure
PostgreSQL
SQL Server
Talend Data Catalog

Integrations

Avaloq Core
IBM Db2
IBM Netezza Performance Server
Microsoft Excel
Oracle Cloud Infrastructure
PostgreSQL
SQL Server
Talend Data Catalog

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Nucoro

Country

United Kingdom

Website

www.nucoro.com

Vendor Details

Company Name

Integraal Solutions

Founded

2009

Country

Switzerland

Website

www.integraal-solutions.ch/en/smart-for-wealth-management-dashboards-private-banking-en/

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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