Plug& Wealth-as-a-Service

Welcome to Plug& Wealth-as-a-Service, or Plug& WaaS, where cutting-edge cloud tech meets personalised wealth management. Plug& WaaS optimises your wealth management offerings across all asset classes – equities, bonds, funds, structured products, and digital assets. Whether you're launching new wealth or investment services, or expanding your existing offerings, Plug& WaaS delivers the scalability, security, and efficiency you need to achieve your goals.

Transform your wealth management operating model

Built on the robust foundation of Synpulse8 Managed Platforms, Plug& WaaS enables real-time portfolio tracking, customised investment strategies, and enhanced portfolio leverage, giving you the tools to provide superior advisory services to your clients. Designed for wealth managers and financial institutions, our platform helps you modernise and streamline front-to-back processes, ensuring you deliver seamless and personalised client experiences.

Key challenges (opportunities?) wealth managers face today

Integration complexities

Difficulty connecting disparate systems, causing delays and increasing costs?

Time-to-market delays

Needing to shorten product launch cycles?

Cost management

Difficulty minimising total cost of ownership and predicting platform maintenance costs?

Talent retention

How can you reduce attrition and attract top talent?

Regulatory compliance

Struggling with increasing security risks and compliance burdens?

Data management

Challenges in effectively managing large volumes of client data?

Legacy system constraints

Are outdated systems limiting your ability to innovate and operate efficiently?

Client expectations

Difficulty meeting demands for transparency, personalisation, and digital services?

Scalability

Trouble ensuring your platform scales efficiently as your business grows?

Operational resilience

Concerns over business continuity, especially in the face of cyber threats?

Process inefficiencies

Struggling to identify and eliminate inefficiencies and improve productivity?

Why choose Plug& WaaS?

It's time to transform and future-proof your wealth management business, digitally.

Plug& WaaS is designed to help you navigate the rapidly evolving wealth management landscape, where digital disruption, client expectations, cybersecurity, and stringent regulations demand operational transformation.

Here's how Plug& WaaS transforms your business:

1. Ecosystem orchestration

Ease of integration and flexible connection to third-parties.

2. Digital front

Customer onboarding
Customer lifecycle management
Consultant workbench
Web and mobile banking

3a. Service delivery management

Application management services
Governance and reporting-SLA/SLOs
IT operations

3b. Target operating model

Business process mapping and optimisation
Operating procedures

4. Software as a Service management

Relationships
Investments
Basic banking
Supporting the core business

5a. Infrastructure as a Service

Infrastructure management

Monitoring infrastructure
Networking infrastructure
Security infrastructure
Core application

5b. Platform as a Service [AWS Partner]

Application management

Implementation
Technical updates
Enhancements

Application support

Problem
Incident
Security
Monitoring
Service desk

Transforming your wealth management

Data-driven client experience

Deliver personalised advice and enhance client relationships through actionable data insights.
Optimised operations

Streamline processes with automation, reduced operational costs, and mitigate risks through advanced technologies like AI and robo-advisors.
Future-ready technology

Adapt to industry changes and unlock new opportunities with a scalable, robust digital foundation.
Collaboration for growth

Partner with external experts and regulators to ensure compliance and drive innovation.

What you get with Plug& WaaS

Our Plug& WaaS solution empowers your wealth management business by decoupling core operations from client-facing services, unlocking new growth opportunities with predictable costs, operational stability, and accelerated time-to-market.

Cost predictability

Enjoy predictable costs through an annual subscription model, avoiding the high upfront investments of traditional wealth platforms. OPEX flexibility scales with demand, ideal for the fast-growing and high-growth potential mass affluent market.
Operational stability

Ensure long-term stability with automated processes, reduced costs, and increased operational efficiency, while mitigating the risks of talent attrition by managing capacity and availability. Outsourcing infrastructure management, middleware, and core banking applications also allows you to free up resources and increase stability.
Faster time-to-market

Accelerate new product launch cycles with Plug& WaaS' out-of-the-box functionalities and flexible architecture. Get access to advisory and execution services through omnichannel distribution networks, and drive customer satisfaction through data-driven personalised client experiences.

Unified experience: Synpulse acts as your single point of contact, simplifying integration across all stakeholders.
Scalability and growth: Plug& WaaS is designed to grow with your business, handling increased transaction volumes and service expansions with ease.
Data-driven insights: Leverage big data and advanced analytics to enhance investment strategies and deliver personalised, data-driven client experiences.
Enhanced compliance and security: Protect client data and meet regulatory requirements with our cutting-edge cybersecurity measures and robust risk management frameworks.

Seamless tech integration: Easily integrate third-party services and applications for a unified client and advisor experience.
Operational reliability: Proactive maintenance ensures optimal system performance, minimising downtime for consistent operations.
Efficient resource allocation: Maximise productivity by aligning operational demands with strategic growth initiatives.
Growth-focused support: Our platform supports your business's continued growth, ensuring your operations evolve smoothly with industry demands.

Built on Synpulse8 Managed Platforms

Plug& WaaS is securely powered by Synpulse8 Managed Platforms, a customisable, ready-to-deploy cloud-based infrastructure that simplifies your tech landscape. Experience the benefits of a secure, scalable, and efficient wealth management solution today.

Discover Managed Platforms