Fully integrated, modern technology solutions to meet all the wealth management needs from a single platform
With changing demographics, technological advancement and evolving regulatory environment, it is become mandatory for wealth management firms to accelerate digital transformation to capitalise on the market opportunity.
Contemi’s modern solutions automate front, middle, and back-office operations and enable investment and wealth management firms, brokers, advisory firms to provide an exceptional customer experience whilst adhering to an ever-changing regulatory landscape.
Contemi Wealth Intelligence (WIN) solution, a suite of fully integrated front, middle and back office modules, provides investment and wealth managers all the tools needed to service and retain existing clients, ensure compliance requirements and automate end-to-end processes. The system’s flexibility ensures that it is configured to the customer’s needs and can support multiple business types including advisory, discretionary, execution-only, private client and institutional activity.
The Contemi Wealth Intelligence system covers front to back office needs including, prospecting, onboarding, client lifecycle management, portfolio management, performance measurement, trade, order management, custody & settlement, corporate actions and business analytics & reporting.