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.
• 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)