Soliam: Wealth Management software
Integrated Customer Relationship Management
Everything you need to manage your clients’ assets is just a click away thanks to Soliam’s CRM dashboard, which combines client data with advanced portfolio analytics. Because you can quickly save records of every single exchange with your clients and prospects, manage your own wealth alerts and your accounts consolidation, and select benchmarks and model portfolios you get the best tools to make CRM a real asset for your business.
High added value and tailor made services
Our breadth of solutions helps Wealth Managers provide the highest level of service to their clients. Whether you specialize in advisory or discretionary management, in UHNWI or high-end retail clients, Soliam is what you need to advise your clients and develop portfolios adapted to their needs, goals, investment horizon, risk attitude and MIFID profile. Get access to advanced performance and risk indicators to argument the added value of your decisions.
Scalability and industrial processing
Built to manage high volumes and automate order workflows, Soliam streamlines wealth management processes even for clients who demand a high-level of customization. Soliam’s workflows and automated processes take into account preferences such as client reporting subscriptions, fee structure, order lifecycle, compliance rules, etc.
Accurate and efficient communication
There’s no limit to what you can do with the Soliam reporting solutions. Deliver high-quality reports to your clients or prospects on request and benefit from mass reporting facilities. For your marketing campaigns, use Soliam’s advanced searches to target specific prospects or clients and generate 1-click mail documents straight from Microsoft Word templates.
Activity organization and follow-up
Collaborate across departments with to-do-lists (client on-boarding, periodic reporting, marketing campaigns), business workflow management (proposals, mass orders and rebalancing processes) and shared dashboards. Simply log into Soliam to get a complete and real-time overview of your activity in terms of turnover, profitability, commissions etc.
Ready for the digital revolution
Install Soliam’s ‘Client Website’ module and give your clients online access to products and account information. Personalize content with positions inventory, performance analyses and client reports. Even go one step further and offer Soliam’s features directly through your website or mobile applications thanks to Soliam’s catalogue of ready-to-use Web Services.