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WealthMapper

Accelerate the growth of your wealth management business with a modular and comprehensive platform.

Create and launch best-in-class services at speed

The WealthMapper platform lets you leverage a powerful range of partners within our ecosystem to deliver new retail wealth management services. The modular digital toolkit utilises the latest developments in technology and distribution to speed up innovation and time-to-market.

WealthMapper helps you provide seamless services that show a complete picture of customers’ wealth, what’s accessible, and which actions to take. We can deliver end-to-end wealth management solutions - from flexible customer facing services, to robust and market leading back-office solutions.

For financial service providers, WealthMapper accelerates your ambitions for growth via pre-integrated best-in-class solutions and services. For consumers, it is a tool to enable visibility, accessibility and actionability towards their finances.

Sameer Datye

Head of Business Development, Insurance and Wealth Management

Expand your business into new geographies and new customer segments with the latest mobile and digital services.

Accelerate growth

Expand your business into new geographies and new customer segments with the latest mobile and digital services.

Whether you want to offer goal-based savings, financial planning, unit-linked insurance, robo-advice, automatic portfolio rebalancing or micro-savings, you can go live in just weeks.

Speed of innovation

Whether you want to offer goal-based savings, financial planning, unit-linked insurance, robo-advice, automatic portfolio rebalancing or micro-savings, you can go live in just weeks.

The partner ecosystem is constantly upgraded with new solutions, while the open architecture allows you to “plug-in” and “plug-out” of the modules and accelerators ensuring an evergreen IT landscape.

Future-proofed services

The partner ecosystem is constantly upgraded with new solutions, while the open architecture allows you to “plug-in” and “plug-out” of the modules and accelerators ensuring an evergreen IT landscape.

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WealthMapper: create and launch best-in-class services at speed.

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Key features

Savings: Goal-based and Financial Planning

Empowering customers to determine specific savings goals and helping them reach the targets in set timelines and enabling scenario and risk analysis for better financial planning.

Automation and Hybrid advisory

Solutions like robo-advisory, automatic portfolio rebalancing and AI empowered chat integrated with traditional advisory solutions and integration tools create a seamless experience for the consumers.

Data-driven customer experience

Enabling financial service providers to gather all mandatory data and use additional data sources to increase the knowledge about consumer behaviour and give better investment advice.

Micro-savings

Enabling customers to automatically save small amounts to increase savings or investable funds incrementally. Methods like “Percentage add”, “round-up”, “systematic investment plans” are supported with smart transaction categorization and local integrations.

Holistic portfolio management

Providing a holistic view for individuals, families and groups to wealth and investment portfolios.

Loans and Mortgages

End-to-end full loan lifecycle services supporting all possibilities from consumer onboarding to sales, disbursement, payments, management closures and also recoveries.

Insurance: All business lines

Enabling granular insurance instruments across general insurance, life insurance, pensions and health on the Insurance-in-a-Box platform.

Monitoring & Compliance

Pre-integrated solutions for reporting, monitoring and regulatory compliance

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