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Wealth Management Solutions

Wealth Management Solutions - Future-proofing Investments Today

Help your most valued customers get the best returns from their investment.

Stay on top of their interests and provide informed investment advice.

Face increasing competition, discover ways to stand out and increase productivity of your relationship managers with business technology.

WealthManager™ by Odyssey is an integrated, modular platform offering a comprehensive set of wealth management solutions designed to enhance all facets of the wealth management process.

Combining relationship management, advisory and portfolio management, it targets financial institutions that provide wealth management services to retail and mass affluent customers.

Highly scalable, it provides the technology that allows firms to increase their customer service capabilities, reduce costs, generate additional revenue and:

• Store, manage, access and track 360 degree customer information at all levels anytime, anywhere
• Capture data about a customer or prospect’s current financial picture, risk profile and long-term financial goals
• Assess value portfolios as of any date and calculate cash flow projections, income streams and maturity schedules
• Track all stages of customer interaction
• Create targeted marketing campaigns
• Merge duplicate contact records and generate relationship trees
• Support multi-branch and multi-currency transactions