Wealth Management
Client Lifecycle Management and Portfolio Management System – The Open and integrated Wealth Management Platform.
Office activities under one
Digital Platform
CapitalPrivate™ Digitalization platform for Private Banks is based on a “building blocks” approach allowing to integrate all Front-to-Back processes (Client Lifecycle Management, Wealth Management, Portfolio Management System) with the Bank’s SI. CapitalCompliance optional modules complement the offer.
Building Blocks
In order to address the needs of Independent Wealth Managers a standard Setup of the digital solution is built to cover all activities of Relation and Asset Managers from CRM, to PMS and Compliance, including Invoicing, asset aggregation and reporting.
CapitalPrivate™
Platform?
CapitalPrivate™ Platform is used by key players of Wealth Management worldwide. With its multilingual capabilities and cutting-edge digital features, CapitalPrivate™ has been helping Private Banks in leveraging Private Bankers and Customers Digital experience enhancing the capabilities of existing Core Banking and processes. State of the art technology and APIs allow dynamic and flexible integration. Capital Banking Solutions’ globally renowned platform optimizes your internal and digital processes while offering flexible and large Customer Lifecycle
Management and Portfolio Management System capabilities.
With CapitalPrivate™ you are free to choose the full platform and building blocks or the needed modules to ensure prompt added value to your business. The Platform can be deployed either On-Cloud or On-Premises.
The CRM or Customer Lifecycle Management modules provides you with all digital functionalities allowing a 360⁰ management and view of you customers activity across its Lifecycle. From digital Client On Boarding, to dynamic end-user reporting, through KYC review processes, Advisory processes (including MIFID and LSFin), Meeting notes and preparation, Crossborder checks, Customer Scoring (for business and regulatory purposes), etc. Users are intuitively guided from Dashbaords to elementary information using drill-down capabilities.
System
The PMS module is flexible and modular, covering all types of instruments, connected to the internal Ordering Management System or to third party OMS, it allows RTO, Advisory (including MIFID and LSFin processes, pre et post trade controls and interactions with customers), discretionary management by profile or by blocks (models). The module is fully configurable and includes internal validation workflows, limits and alerts, four-eyes controls, management of cost & fees (standard and exceptions), detailed internal and external reporting
