WealthManager™

A comprehensive modular highly scalable Private Wealth Management Platform covering all client segments from Mass Affluent to High Net Worth (multi-segment)

WealthManager™ is an integrated Wealth Management Platform designed to simplify and improve the daily work of professionals who manage & advise individuals’ wealth. The platform is a suite of components that can be combined flexibly to create leading business solutions for Client Management, Advice, Sales, Portfolio Management, Compliance and Client Reporting. WealthManager™ enhances all facets of the wealth management process, is highly scalable, multi-lingual, and multi-currency, and provides the technology that allows firms to increase their client service capabilities, reduce costs, and generate additional revenue.

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WealthManager™ enables wealth management firms to serve all client segments from Mass Affluent to High Net Worth investors and to fully support the provision of discretionary, advisory and brokerage services from a single platform.

Main functions:

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Key Benefits

Dramatically reduced cost structures (lower total cost of ownership)
Radical productivity gains for Advisors (happy advisors and high usage rate)
Substantial improvement in client service
Agility and flexibility – a much less restrictive technology infrastructure
A greater ‘share of wallet’ and higher Assets under Management per advisor

Customer Quote

"Client relationships are at the core of any wealth management offering so we are delighted to be able to team up with Odyssey whose WealthManager will enable Davy to effectively manage complex and diversified portfolios on behalf of our clients".

Eamonn Doyle, Davy's Chief Operations Officer.