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OneWealth: a complete framework for multichannel wealth management
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Venice, 30 April 2001 - INFOservice, a software company with consolidated
expertise in the financial services industry, has announced the
availability of OneWealth, a comprehensive, component-based solution for
wealth management. OneWealth helps European financial institutions succeed
in the lucrative wealth management market, meeting the expectations of
affluent and high net-worth clients with multichannel financial advice,
personalized news and research, and a wide range of mutual funds and other
financial products. OneWealth has been specifically developed to improve
client relationships and interactions, retain long-term clients and capture
new investors. OneWealth's components are J2EE-compliant, modular and
extendable, allowing fast implementation and incremental evolution.
OneWealth meets the needs of those financial institutions who will lead
today's new era of financial services by providing:
OneWealth Banking: advanced online banking
Covers banking functionalities such as account management and balances,
wire transfers, statements, credit cards and other basic banking
transactions.
OneWealth Brokerage: multimarket online investment
Supports multichannel delivery of market information, trading and portfolio
management services with respect to domestic and international stocks,
bonds and derivatives.
OneWealth Funds: online fund supermarket
Offers information and tools for selecting and analyzing mutual funds, as
well as managing and benchmarking a fund portfolio.
OneWealth Advice: online advice and investment decision support
Helps 'advice-seeking' clients manage financial investment, guiding them
step-by-step through asset allocation and financial planning. Provides
'self-directed' investors with advanced tools for selecting funds and other
investment products.
OneWealth CRM: support platform for financial advisors
A CRM and advisory workstation for financial consultants, bank employees
and call center operators.
OneWealth Intelligence: intelligent classification and presentation of
financial content
Classifies and organizes financial news and market information. Serves as a
platform for intelligent visualization and personalized delivery.
OneWealth Mobility: enabling OneWealth for mobile phones and wireless
devices
Maps most functions provided by Banking, Brokerage, Funds and CRM to WAP
phones, communicators and PDAs.
OneWealth Control: controlling products and business rules
Allows the bank's middle office to easily define financial products and
offerings, asset allocation patterns, model portfolios, questionnaires and
other aspects of marketing strategy and operations.
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