Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
At Total Bank Solutions, we leverage extensive industry expertise, cutting-edge business methodologies, and proprietary technology to deliver adaptable wealth management services. Our Insured Deposit Program offers cash investors the advantage of enhanced FDIC insurance, while simultaneously providing participating banks with a reliable, diverse, and cost-efficient source of deposit funding. This program also facilitates the placement of reciprocal deposits within a cohesive deposit sweep solution. With assets exceeding $80 billion under administration (AUA), TBS stands out as a prominent provider of insured deposit programs in the financial sector. Additionally, the TBS Loan Management System serves as a comprehensive platform for securities-based lending, bridging the gap between banks with surplus lending capacity and intermediaries, along with their clients. This innovative approach enables advisors and financial institutions to present clients with competitively priced securities-based lines of credit, offering more favorable rates and tax benefits compared to traditional home equity loans, ultimately enhancing customer satisfaction and financial flexibility.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Avaloq Core
Yes
IBM Db2
Yes
IBM Netezza Performance Server
Yes
Microsoft Excel
Yes
Oracle Cloud Infrastructure
Yes
PostgreSQL
Yes
SQL Server
Yes
Talend Data Catalog
Yes
Integrations
Avaloq Core
No
IBM Db2
No
IBM Netezza Performance Server
No
Microsoft Excel
No
Oracle Cloud Infrastructure
No
PostgreSQL
No
SQL Server
No
Talend Data Catalog
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Integraal Solutions
Founded
2009
Country
Switzerland
Website
www.integraal-solutions.ch/en/smart-for-wealth-management-dashboards-private-banking-en/
Vendor Details
Company Name
Total Bank Solutions
Founded
2002
Country
United States
Website
totalbanksolutions.com
Product Features
Banking
ATM Management
No
Compliance Tracking
No
Corporate Banking
No
Credit Card Management
No
Credit Union
No
Investment Banking
No
Multi-Branch
No
Online Banking
No
Private Banking
No
Retail Banking
No
Risk Management
No
Securities Management
No
Transaction Monitoring
No
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Product Features
Banking
ATM Management
No
Compliance Tracking
No
Corporate Banking
No
Credit Card Management
No
Credit Union
No
Investment Banking
No
Multi-Branch
No
Online Banking
No
Private Banking
No
Retail Banking
No
Risk Management
No
Securities Management
No
Transaction Monitoring
No
Financial Risk Management
Compliance Management
Yes
Credit Risk Management
Yes
For Hedge Funds
Yes
Liquidity Analysis
Yes
Loan Portfolio Management
No
Market Risk Management
No
Operational Risk Management
No
Portfolio Management
Yes
Portfolio Modeling
Yes
Risk Analytics Benchmarks
Yes
Stress Tests
Yes
Value At Risk Calculation
Yes