Empower RM’s with advanced tools designed to transform the wealth management landscape
A comprehensive wealth management ecosystem that leverages AI and machine learning
Reimagine Wealth Management with Wealth Qube®
API Based | Cloud Native | BIAN Compliant
Wealth Qube®, a streamlined front-to-back solution has been modeled around the relationship managers’ tasks, providing smart tools to enhance the quality of advisory. An ‘Empowered RM’ – one who is aware and armed with the right set of tools and information to serve customers’ needs, is our promise.
As a seamless extension of your business, Wealth Qube® offers a comprehensive digital solution for private and retail banks, wealth and asset management firms, advisory firms, broker-dealers, and trusts to service various client segments from UHNI to mass affluent households and institutions.
Wealth Management in the Digital Age: Conversations, Technology, and Industry Insights
Learn about how our cutting-edge Intellect Wealth Suite has evolved to meet them. Gain valuable insights and tools to navigate the digital age and make informed investment decisions.
Streamlined Wealth Management: The 6 Key Components of Wealth Qube®
The Wealth Qube® platform seamlessly integrates the various functions of wealth management by bringing together six distinct offices. Each Office represents a key aspect of wealth management and is equipped with Desks tailored to meet the specific needs of various business functions. The Tools provide the necessary features for effective execution, resulting in a smooth and user-friendly experience for all involved parties
Relationship Manager Office
- Provides a 360-degree view of the clients’ information to deepen client relations
- Identify cross-sell, up-sell opportunities and help in new business acquisition
- Monitor portfolio performance anytime, anywhere
Customer Personal Office
- Provides a single point of access for clients to get a complete picture of their portfolio performances.
- Enables RMs and clients to engage in meaningful discussions
- Provides relevant investment and market-related information for customers
Operations Office
- Maintains control over the entire life-cycle of managing and administering wealth, powered by STP capabilities.
- Comprehensive simulation, processing, risk management, and reporting capabilities
- Automated trade management workflows
Risk & Compliance Office
- Enables 3 R’s of Compliance - Right selling, Right Record Keeping and Right Reporting
- Ensures compliance with relevant laws, policies and regulations
- Configurable market regulatory compliance validators
Fund Manager Office
- Increases operational efficiency in fund creation and maintenance
- Facilitates portfolio modeling, monitoring and tracking against the investment strategy
- Maintains the effectiveness and performance of funds to maximize return
Trust Office
- Aids trust divisions to set up and create trust related services
- Configurable workflows for institutions that offer fiduciary services
- Helps institutional investors and broker-dealers to mitigate risk and reduce costs
Discover the full capabilities of Wealth Qube® by exploring our six offices, each with its own tailored desks and powerful tools.
Testimonials
"We had no doubt in our mind that the future is digital, and that Wealth Management and Trust Banking will play an increasingly important role in China Banks’ sustained profitability. We are pleased to have found the right partner for this endeavor in Intellect"
Patrick Cheng , CFO, China Bank
"We We chose a technology vendor who has helped us achieve our goal, Intellect Design wealth software from Bangkok shares our vision"
Dusanee Klewpatinontha, Head of Wealth Product & Consulting and Head of Private Banking, CIMB Thai Bank
"Intellect Design Arena Limited is a global leader in Financial Technology for Banking, Insurance and other Financial Services. With APIs ranging from - Customer onboarding, Portfolio Management, Risk and others, Intellect Design is leading the way in showcasing the power of the APIX API marketplace."
Manish Divaan, Managing Director, ASEAN Financial Innovation Network, AFIN.
Making a difference where it matters!
Discover how Wealth Qube's comprehensive advantages can provide customized wealth management solutions.
More Engagement
360-degree view of the customer’s relationship value and a spectrum of tools which enables the Wealth Managers to engage with customers effectively.
More Market
With the basics of customer engagement in place, Wealth Qube® helps drive business retention and expansion at a higher pace.
Less Business Risk
3D compliance (bank, customer and regulator), brings in transparency and trust in business ensuring strong compliance and hence lower risks.
More Mindshare
Superior and personalized engagement translates into an overall positive experience in the mind of the customer.
More Wallet Share
Targeted cross sell and up sell of value added products with the help of predictive analytics.
Less Implementation Risk
The tried and tested DE Framework ensures zero defect and deliver three day before the date of delivery (on time and in full delivery)
Reduced Cost
Optimization of the overall process ensures a much lower TCO (total cost of ownership).
More revenue
An engaged customer means lesser cost and more revenue per customer.
Less complexity
Reduces complexity by offering a seamless omnichannel experience.
Case Study: Regional Digital Transformation for South East Asia's 5th largest bank
One of the most notable implementations of Intellect Wealth is at the 5th largest bank in ASEAN. The multi-country rollout across Malaysia, Thailand, and Singapore has resulted in significant benefits.
Unleashing the full potential of Wealth Qube® with cutting-edge technologies
Our eMACH architecture, which includes events, micro-services, APIs, cloud, and headless, makes our platform completely cloud-agnostic. This means that our easy-to-deploy solution can meet the changing market demands of banks and financial institutions quickly and at a lower total cost of ownership.
AI/ML
A basket of contextual AI/ML tools for RMs to choose from - catering to the advanced business needs
Cloud
All of our products are ‘cloud native’ and intrinsically leverage the advantages of the cloud.
Deep Data Analytics
Platform comes bundled with 25+ Advanced Analytics tools, ESG Analysis and Factor Analysis for the RM and customers to make informed decisions.
Open Banking
We partner with multiple allied technology providers and continue to harness the power of open market innovation
Intellect Wealth Qube® - API First and Cloud Native
Digital Ready
- Self Contained Microservices and API Based platform
- Customer Experience
- Omni Channel
- Containerized
- IBM OpenShift /Azure/AWS
- Lower TCO
Agile
- Robust and Extensible Compliance Engine
- Built on global standards and flexible for Local customizations
- Configurable business rules and processes
- Framework Based Approach
Tool Based Data Migration and Integration
- Detailed Framework for Data Migration (Operations)
- Code Gen tool to automate the process
- Olive Fabric for Integration
- Readily available cartridges
Robust Analytics Engine
- Star Schema
- POWER BI/Jasper BI
- Role based Access
- Insights Engine
- AI/ML Tools
Recent Analyst & Industry Awards and Recognition
Additional Resources
Check out the articles, blogs, webinars, case studies and industry reports from Intellect
Press Release
Press Release
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Press Release
Ready when you are!
Connect with a product expert to see how the product automates workflows for relationship managers
