Wealth Intelligence
About Wealth Intelligence
Wealth Intelligence is a wealth management software from Contemi Solutions that supports financial advisors and institutions in managing client portfolios. It includes portfolio management, risk assessment, and reporting tools so users can analyze investment performance effectively. The platform provides real-time data analytics, customizable dashboards, and integrated compliance features to assist in making informed financial decisions. Wealth Intelligence is designed to help professionals meet regulatory requirements while maximizing client satisfaction through detailed insights. Key capabilities: portfolio management risk assessment reporting tools data analytics compliance features Best for: financial advisors and wealth management firms that need to manage client investments and ensure compliance.
Contemi's Wealth Intelligence (WIN) is a highly integrated, front-to-back office solution designed for wealth managers, advisors, and family offices. Focusing on speed, agility, and simplicity, it automates the entire workflow from client acquisition and onboarding through reporting and compliance. This single platform manages billions in client assets across four major regions. Advisors receive a white-labeled Portfolio Management solution with 360-degree client views, while private offices gain automated data aggregation, replacing manual reconciliation for better control. Deployment is rooted in cloud transformation, positioning WIN as a future-ready, modular suite that quickly plugs into existing systems. Time to market is fast, with deployment taking only a few weeks. The cloud infrastructure ensures exceptional system availability and autoscaling to manage transaction spikes. Security is bank-grade, featuring PII encryption, robust audit trails, and consistent vulnerability testing, all backed by ISO/IEC 27001:2022 certification, ensuring both compliance and operational resilience. The platform’s key functions drive operational excellence throughout the client lifecycle, including automated client onboarding for efficiency and compliance risk reduction.
Pros & Cons
- Enables complete automation of complex wealth management workflows, reducing operational errors and freeing staff to focus on client relationships.
- Modular design allows firms to adopt only the necessary components, reducing implementation time and costs while maintaining flexibility for future expansion.
- Real-time analytics and portfolio performance reporting empower advisors to make faster and more informed investment decisions.
- Cloud-native deployment with autoscaling ensures high availability and rapid handling of peak transaction volumes without downtime.
- Bank-grade security and encryption safeguard sensitive client information, ensuring compliance with global regulatory standards.
- Enterprise-level platform may require significant setup and customization, making implementation time-consuming for smaller firms.
- Firms with legacy systems may face challenges integrating WIN modules seamlessly without additional IT support.
- Advanced features and analytics may require skilled staff to fully leverage the platform, limiting immediate ROI for less experienced teams.
- Model-B and custody settlement features may not be applicable to all firms, making some modules redundant for certain users.
- Frequent updates and system enhancements could require ongoing change management and staff retraining.
Features
Key features
Automates front-, middle-, and back-office workflows including client acquisition, onboarding, trade capture, portfolio management, and reporting to reduce manual effort and increase operational efficiency.
Built as individual modules that can plug into any existing core system, allowing flexible adoption and scalable growth tailored to business needs.
Provides actionable insights, portfolio performance metrics, and business intelligence dashboards to enhance decision-making.
Supports scalable cloud deployment with autoscaling to handle transaction spikes and high availability with minimal downtime.
Offers encryption, audit trails, logs monitoring, and regular vulnerability testing to safeguard sensitive client data.
Handles large volumes of corporate actions accurately, ensuring timely execution and regulatory compliance.
Streamlines client onboarding, KYC, AML compliance, portfolio monitoring, and client reporting in a fully integrated system.
Additional features
Tools for identifying, tracking, and managing potential clients efficiently.
Automated KYC and AML workflows that reduce errors, accelerate onboarding, and improve client satisfaction.
Comprehensive tracking of client interactions, portfolios, and lifecycle events.
Real-time tracking and management of client portfolios with dynamic adjustment capabilities.
Detailed reporting and analytics on portfolio performance, transaction history, and risk metrics.
Streamlined processes for executing, validating, and settling trades automatically.
Supports self-clearing and Model B settlement models with audited straight-through-processing.
Automates handling of dividends, mergers, splits, and other events to ensure accuracy and compliance.
Aggregates data from multiple sources to provide actionable insights and visual dashboards.
Tracks cost basis, gains/losses, and provides reporting for tax and compliance purposes.
Web-based portal for clients to view performance, reports, and transaction history.
Supports Model-B clearing arrangements for brokers and advisors.
Rules-based processing of advisory, discretionary, and performance fees.
API-first architecture allowing integration with third-party systems and data sources.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Wealth Intelligence
Wealth Intelligence is a wealth management software from Contemi Solutions that supports financial advisors and institutions in managing client portfolios. It includes portfolio management, risk assessment, and reporting tools so users can analyze investment performance effectively. The platform provides real-time data analytics, customizable dashboards, and integrated compliance features to assist in making informed financial decisions. Wealth Intelligence is designed to help professionals meet regulatory requirements while maximizing client satisfaction through detailed insights. Key capabilities: portfolio management risk assessment reporting tools data analytics compliance features Best for: financial advisors and wealth management firms that need to manage client investments and ensure compliance.
Wealth Intelligence Details
Wealth Intelligence's In-App Market Place
Does Wealth Intelligence have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD ($), CAD ($), JPY (¥), CNY (¥), INR (₹), RUB (₽)
Pros & Cons
- Enables complete automation of complex wealth management workflows, reducing operational errors and freeing staff to focus on client relationships.
- Modular design allows firms to adopt only the necessary components, reducing implementation time and costs while maintaining flexibility for future expansion.
- Real-time analytics and portfolio performance reporting empower advisors to make faster and more informed investment decisions.
- Cloud-native deployment with autoscaling ensures high availability and rapid handling of peak transaction volumes without downtime.
- Bank-grade security and encryption safeguard sensitive client information, ensuring compliance with global regulatory standards.
- Enterprise-level platform may require significant setup and customization, making implementation time-consuming for smaller firms.
- Firms with legacy systems may face challenges integrating WIN modules seamlessly without additional IT support.
- Advanced features and analytics may require skilled staff to fully leverage the platform, limiting immediate ROI for less experienced teams.
- Model-B and custody settlement features may not be applicable to all firms, making some modules redundant for certain users.
- Frequent updates and system enhancements could require ongoing change management and staff retraining.
Wealth Intelligence's Support Options
Email Address
info@contemi.comContact
+65 6340 1027Wealth Intelligence's Alternatives
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