Finantix OneWealth is a component-based, multi-channel software solution designed to help financial institutions serve affluent and high-net worth clients more effectively. Financial players can choose from a wide array of modules that provide strongly oriented advice services boosting the value delivered to final investors.

The power of the solution lies in both its unrivalled capabilities and the ability to professionally orchestrate client relationship features, asset management capabilities and financial planning functionalities.OneWealth provides a complete range of tools and functionality to support every stage of the wealth management process: assessing client needs and managing the relationship; comprehensive financial planning; informed decision-making; portfolio analysis and optimization, real-time transactions and positions update; advanced analysis and reporting.

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