NEW–GEN FINTECH FOR NEXT–GEN WEALTH MANAGERS

With Mphasis, you get a combination of next-gen wealth management platforms and specialized domain-led services that will enable you to enhance customer satisfaction, grow revenue, and improve cost to serve

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WEALTH MANAGEMENT AND BROKERAGE

 

 

The wealth management space is experiencing transformation driven by increased customer expectations, changing customer preferences, new business models, and stricter regulatory interventions.

With over 25 million accounts in brokerage and wealth management, Mphasis enables firms to adapt to changing business environments effortlessly with the help of digital technology. We drive operations and technology transformation programs through strategic partnerships with leading enterprises. 

Highlights -

• Enable 7 million customers to trade via portals (AUM totaling $1 Tn)

• Service 1 in 3 accounts in the US RIA industry, totaling $1.17 Tn

• Manage 8 percent of all 401k assets in the United States

• Service 25 million accounts in brokerage and wealth management

• Work with 8 percent of all affluent clients ($250k -$5Mn)

SOLUTIONS

THOUGHT LEADERSHIP

 

Advanced Solutions for Brokerage & Wealth Management 

Mphasis Digital Innovation in the Capital Markets Landscape