Wealth as a Service

Wealth as a Service helps to reduce your go-to-market cycle time and effort, mitigate operational risks, as well as improve reliability of operations and cost predictability. Partner with us to take advantage of the best-in-class, out-of-the-box functionality and workflows. We have a track record of delivering excellence in the wealth business, and we are in a unique position to leverage our extensive experience and skill in the design and implementation of complex wealth management systems on the Cloud.

Are you asking yourself

Do you face complexity integrating with partners on core banking projects, often leading to delays and budget overruns?
Do you want to reduce the cycle time and go-to-market efforts?
How to lower the total cost of ownership and predict maintenance costs of the wealth platform?
What steps can be taken to reduce the risk of talent attrition and the ensuing need for timely talent acquisition?
Do you face challenges managing risks related to regulatory compliance and security?

What you will get from us:

Accelerated go-live. We offer standard out-of-the-box product functionalities and workflows to reduce your time to market.
Unified experience. Synpulse serves as your single point of contact. We assume the responsibility of integration with all the stakeholders for a unified experience.
Reliable cost management. With a subscription-based pricing model, your costs become predictable and scalable according to your needs.
Improved reliability of operations. Our proactive approach of maintaining and enhancing the platform will ensure that your operations are always running in the most optimal manner.
Enhanced risk management[TT2] [AR3] . We provide the applicable frameworks for risk management and mitigation, as well as enhance your compliance and security posture.

Our Approach

Initiation

Initiating the project and onboarding the client on the platform.
Analysis and design

Defining and designing of the solution, including analysis workshops on a range of topics, both functional and technical.
Configuration

Configuring and developing client-specific requirements, as well as the overall unit testing.
Validation

This involves the validation and acceptance of the solution by various stakeholders through multiple rounds of testing.
Deployment

Delivering the solution to production and activating services on live production platform.

Get inspired by our latest insights

The Launch of Wealth Management Connect: Does your operating model comply with the operational arrangement?

After more than 18 months since the announcement of the scheme, regulators officially launched in September 2021 the cross-border pilot scheme of Wealth Management Connect (WMC) in the Greater Bay Area (GBA).