Wealth Management

client-centric

YOUR CHALLENGES

Industrialize tailor-made services

 

Facing stricter regulations, emerging competitors and major technological changes, Wealth Management firms need to provide high value-added services to their clients while reducing their operational costs.

OUR SOLUTION

A complete solution for portfolio and customer relationship management

 

JUMP WEALTH MANAGEMENT covers the Front-to-Back needs of wealth managers, whether in Private Banks, Family Offices or Asset Management companies. 
Embedded connectors with the CRM application, partner banks and insurers enable JUMP to automate data recovery and consolidation within a single repository shared by the entire team, from the front to the back office 
As a real decision-making tool, the solution offers advanced simulation features that enable the fine analysis upstream of decision-making 

 

JUMP WEALTH MANAGEMENT also automates production of rich and personalized customer reports. In addition, JUMP offers a customized and secure Web Portal Solution for your customers and partners such as distributors or business providers.  
Improve your performance and extend your business while maintaining your headcount at the same level.

benefits of the solution

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CONSOLIDATION

Aggregate all your customer data into a single solution capable of consolidating multi-custodian, multi-asset class and multi-strategy assets
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DECISION-MAKING SUPPORT

Simulate your decisions, apply rebalancing strategies, reduce your exposure to market risk and improve your performance thanks to a large number of embedded analysis tables and charts 

 

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AUDIT TRAIL AND COMPLIANCE

Keep an audit trail of all stock market transactions from pre-assignment to order settlement. Ensure compliance of all transactions by relying on automated pre/post-trade checks
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CLIENT-CENTRIC

Enhance customer relationship with a 360° customer view, integrate your CRM data, manage investment profiles and specific constraints, provide rich and personalized reports as well as digital access
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REAL-TIME MONITORING OF REVENUES PER CUSTOMER

Automate the calculation and control of fees – transaction fees, performance fees, payable and receivable retrocessions. Benefit from real-time dashboards allowing you to monitor all these fees by customer and by typology
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REPORTING

Automate the production of personalized reports for your customers and provide your managers with customized decision-making dashboards

Discover our solutions for Wealth Management  

Front-to-Back

Consolidate your IS thanks to a collaborative, innovative and modular platform

 

Portfolio Management

Optimize your operations
by relying on a rich and powerful PMS

 

Reporting

Industrialize the production and distribution of customized reports 

 

Digitalization

Streamline your customer
and partner relationships

 

FRONT-TO-BACK

PORTFOLIO MANAGEMENT

REPORTING

DIGITALIZATION