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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. 

 

Mphasis enables wealth management and brokerage firms to adapt to changing business environments effortlessly and effectively with the help of digital technology.

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Cost – Basis Accounting Capability

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Cost – Basis Accounting Capability

Delivering portfolio accounting systems with cost-basis functionality for a large US broker/dealer. 

Our large team of associates provides timely cost-basis updates and position reconciliation.

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Account Opening & KYC

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Account Opening & KYC

Enabling seamless customer onboarding for wealth, brokerage and insurance companies with technology, business process, and risk and compliance services.

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MpAC – Mphasis Advisor Center

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MpAC – Mphasis Advisor Center

Helping advisors manage their clients, assets, and day-to-day operations with our CRM-based advisor workstation.

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DOL – Fiduciary Rule

MpRS – Mphasis Rosetta Stone

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DOL – Fiduciary Rule

MpRS – Mphasis Rosetta Stone

Enabling clients to interpret, design/ re-design, and comply with the Department of Labour (DOL) fiduciary rule with our partner ecosystem of industry experts, Employee Retirement Income Security Act (ERISA) attorneys, and fiduciary specialists. 

Our MpRS – iPad app uses the K7 methodology to show the impact of the regulation on customer business.  

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AR Trading Desk

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AR Trading Desk

Empowering active traders limited by the physical screen with an active trading desk - a next-generation augmented reality solution.

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Governance, Risk and Compliance Services

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CRM – Program Methodology

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CRM – Program Methodology

Offering end-to-end solutions to prepare, analyze, assess, select, implement, roll out, improve, and optimize CRM efforts.

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K-7 Assessment Framework

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K-7 Assessment Framework

Enabling easy assessment and better understanding of any client ecosystem—business processes, interdepartmental operations, technology, dependencies, issues, and risks. The K7 Impact Assessment Methodology is a business-driven customer lifecycle approach to understanding how banks and brokers/ dealers run their business.

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WMMI – Wealth Management Maturity Model 

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WMMI – Wealth Management Maturity Model 

Providing wealth managers with the wealth management maturity index—a framework to assess and rank their capabilities on a scale for better management.

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Document Management Services for Wealth

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Document Management Services for Wealth

Offering a host of technology and business process services for document control and document management for wealth management and brokerage clients.

Mphasis enables clients reimagine their digital future by shifting Anything to Cloud, Powered by Cognitive .

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