Wealth Management

Wealth Managers have different operating models and client structures compared to Asset Owners & Investment Managers and operate on different technology stacks. We have a dedicated service line to deliver insights & value to these organisations.

Our team of dedicated & highly skilled consultants can help create the blueprint of a robust target operating model and deliver real change in Wealth Management organisations by implementing technology solutions that support the vision of the firm.

Many firms operate on legacy applications with a high degree of manual interventions and are looking at investments in technology as one answer for improving operational efficiency across the value chain and the primary enabler for reducing costs.

We support our clients with every aspect of their business and bring deep knowledge of industry best practice. We solely consult to the investment management industry and as such understand the key processes and challenges within your business; we do not waste time getting up to speed.

Client Relationship Management, Sales & Distribution

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Client Relationship Management, Sales & Distribution

Providing tailored solutions to Wealth Management firms by helping them achieve a consolidated view of client data through every step of the client journey. Advising on client journeys ranging from managing prospective clients to onboarding, and servicing and retaining existing clients. Supporting Wealth Managers in providing superior advisory, discretionary, and execution-only services for their clients. In addition to that, shaping and enhancing Sales and Distribution channels to attract new business.

Core Banking

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Core Banking

Working with clients to define their target operating model and manage delivery programmes by achieving value and efficiencies through streamlining, automating, and optimizing front-to-back Wealth Management operational processes. Covering all aspects of the Investment Management lifecycle including account opening and servicing, fact-find and suitability, portfolio monitoring, payments, asset servicing, valuations, and reporting.

Digital Client Experience

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Digital Client Experience

Offering a unified personalized client experience regardless of the mode of interaction with Wealth Management firms. Leveraging the power of online client portals and open API integration by making use of the most innovative partnership solutions. Focusing on a digital strategy to provide an improved client experience and enhanced product offering including onboarding, digital safe solutions, risk and investment profiling, access to analytics and reporting, payment processing, and mobile banking.

In addition to Axxsys’ Wealth Management offering, our broader Investment Management practice offers our clients additional services across portfolio management, execution management, post-trade processing, IBOR, compliance, and risk and performance.