Hong Kong is the gateway to Asian wealth. We help private banks and wealth managers deliver digital experiences that match the sophistication their high-net-worth clients expect.
The Wealth Platform Challenge
Wealthy clients expect digital access to their portfolios while also demanding premium personal service. Platforms must enable both self-service and relationship-driven wealth management.
Our Wealth Platform Solutions
Client Portal
Premium digital experience:
- Dashboard: Net worth and portfolio overview
- Holdings: Detailed position information
- Performance: Returns and attribution
- Documents: Statements and reports
Portfolio Analytics
Sophisticated insights:
- Performance: Time-weighted and money-weighted returns
- Attribution: Understand what drove returns
- Risk: Portfolio risk metrics
- Benchmarking: Compare against indices
Client Onboarding
Efficient acquisition:
- Digital KYC: Online identity verification
- Risk profiling: Investment suitability assessment
- Account opening: Streamlined documentation
- AML screening: Regulatory compliance checks
Relationship Manager Tools
Empower your team:
- Client 360: Complete client view
- Opportunities: Cross-sell identification
- Tasks: Activity and follow-up management
- Reporting: Client-ready reports
Integration and Compliance
Data Integration
- Custodian connectivity
- Market data feeds
- Core banking systems
- CRM integration
Regulatory Compliance
- SFC requirements
- KYC/AML processes
- Suitability documentation
- Audit trails
Ready to elevate your wealth platform? Contact ZIRA Software to discuss your wealth management technology needs.