Wealth Management
contact us contact us

Wealth Management - IT Solutions & Services

One of the top priorities of wealth management professionals and firms is to nurture and service client relationships, yet a range of additional challenges in today’s tough economic climate equally impinges on them. This range includes a trust deficit from clients to operational challenges, such as the productivity of individual advisors or the inefficient processes within a firm, which are driven largely by legacy and/or siloed IT platforms.

Wealth management firms are therefore under pressure from investors and regulators to meet their requirements efficiently and effectively. With digital disruption, there is additional pressure to engage customers by providing transparent, near-real-time access to information through multiple channels.

For wealth management professionals and firms, the current financial landscape requires business and IT alignment, along with reliable and efficient systems. A partnership with NIIT Technologies offers the advantage of having an experienced IT services provider who can offer tailor-made solutions and services while helping to control costs, enhance productivity, and improve speed-to-market.

We at NIIT Technologies understand the specific challenges faced by wealth managers—whether they are investment advisors (registered investment advisors/independent financial advisors) or wealth management firms.

With our “right size” value proposition, NIIT Technologies is uniquely positioned to help you achieve business transformation—by bringing together our skills with those of select application providers. Our service offering is based on the three core pillars of digital IT:

  • Customer experience
  • Digital integration
  • Automation and managed services

Our domain-led frameworks and accelerators, along with our carefully selected partnerships, bring the essential depth of the experience and speed-to-market required to help our clients with their challenges in areas such as sales and prospecting, client onboarding, asset transfers, account management, trade and order management, securities processing, risk management, regulatory compliance, and client services and reporting.

Contact us

Alliances & Partners

We have strategic partnerships with leading organizations in the industry that enable us to strengthen our wealth management offerings.

The NIIT Technologies Advantage

  • Strategic digital alliances, services, and solutions
  • Integrated services capability spanning technology, business process management, infrastructure managed services, business process operations, and product engineering domains
  • Experience in building and maintaining wealth management websites and integrated advisor portals
  • Experience in serving 150+ financial institutions, US$1.5 trillion+ AUM, 6,000+ advisors, and 1.5 million+ end customers through our clients

Resource Library

Related Content