Building new standards in performance with unique and personalized services

The wealth management industry has become highly competitive and complex as a result of increased volatility and stringent compliance regulations. Wealth management institutions have to optimize operations by implementing the latest back-office technologies and processes in order to achieve success across global operations.

Our Offerings

Our wealth management centre of excellence provides innovative services and solutions to the brokerage industry through an intelligent mix of business processes and technology. Our solutions are engineered to impact the business positively by increasing operational efficiency, enabling more effective customer management, improving quality standards and lowering operational risk. As a strategic partner of seven of the top ten largest financial institutions and three out of the top five retail banks, we have built world-class applications in the front office, middle office and back office processes.

Our applications and solutions are equipped with a spectrum of the wealth management functions such as:

  • Accounts opening and maintenance
  • Portfolio allocation
  • Enabling purchase and redemption
  • Portfolio balancing
  • Statutory reporting
  • Cost basis operations
  • Cashiering
  • Document control
  • Retirement services

The Mphasis Advantage

Our expertise to address current industry postulates and attain sustainable profits from a dynamic market help wealth management organizations reap the following benefits:

  • Cost effective business processing
  • Risk mitigation framework to ensure strong compliance and data security standards
  • Financial services competency centre to provide impetus to service capital market clients
  • Continuous productivity improvements through six sigma, process optimization and technology enhancement
  • Flexible model to support volumes spikes and drops; support during mergers and acquisitions; and large client integration programs