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Wealth Management
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The UNIBANX solution is a scalable architecture platform that
includes an integrated suite of software subsystems for
automating and integrating work and data flows across the
investment management organization, as well as the information
flows between the investment management organization and
external parties. Our products are intended to reduce client
costs, improve the accuracy of client information, and
generally enable clients to improve the service they provide
to their customers rather than focusing on operational
details.
Each software component in UNIBANX focuses on certain
mission-critical functions of the investment management
organization. UNIBANX implementation is tailored to meet the
needs of a particular market segment as determined by size,
assets under management, and complexity of the investment
environment.
UNIBANX, an enterprise investment management (EIM) solution,
is an evolutionary process, which encompasses three distinct
phases:
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Investment Process Integration – involves the integration of
front, middle, and back office components with each other as
well as with standard productivity applications such as
Microsoft Word and Excel. This integration eliminates
ineffective communication between processes, minimizes
processing errors and training time, and enables client
growth by reducing bottlenecks.
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Data Collection and Reconciliation – enables the client to
integrate the external data regarding pricing and
settlements so that the firm can quickly and efficiently
settle transactions and monitor performance in an automated
fashion.
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Customer Responsiveness – provides the ability to
communicate more effectively with our clients’ customers in
regard to their needs and holdings. This ability facilitates
decision making for the client to have timely access to
information in order to make more effective decisions on
behalf of their customers.
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Fund
Dealer
Portfolio
Manager
Securities
Broker
Private
Investment & Merchant Bank
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