Wealth Management as a Service

Wealth Management 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.
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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.

Let's get in touch

  • Questionmark

    1. Tell us your needs

  • Hi

    2. Meet with us

  • Check

    3. Get a tailormade offer

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