Wealth Processing Services
At the centre of Wealth Processing Services lies our innovative Global Wealth Platform (GWP), which:
- Enables comprehensive relationship management and client-centric advice delivery
- Offers flexibility in systems integration
- Processes multiple currencies on numerous exchanges
- Can increase efficiency, reduce errors and provide access to real-time information
Our web-based platform supports advisory and discretionary business, a wide range of asset types (open architecture), models, and individually managed portfolios.
Click image for more information on how our client process model helps shape the client experience and delivery of services.
Platform Capabilities
Client Management Services
- Enrolment -- Account Opening, Document Management, and Portfolio Transfer
- ISA Administration
- Information Delivery -- Statements and Tax Packages, Contract Notes, and Client Website*
Portfolio Management Services
- Portfolio Strategy Management functionality
- Rebalancing functionality
- Portfolio Investment Compliance
- Order Management
- Investment Performance Engine
Processing Services
- Asset Services
- Fees and Commissions
- Reconciliation
- Settlement
- Corporate Actions
- Dealing Services
- Cash Services
- Custody Services
Infrastructure Management Services
- GWS Business Continuity Services
- Corporate IT Advisory Services
- Hosting Services and Information Security
- Maintenance and Development
- Production Services
- System Administration
Business Management Services
- Information delivery
- Outsourcing Governance
*Available in 2Q 2010.
With ongoing investment, we are continually expanding capabilities. Contact us to learn how our services may meet your changing needs.