Deliver superior asset management services
Wealth managers and private banking clients today expect asset management solutions that are both powerful and personalised.
With Finslack, you can deliver high-end and satisfactory service that makes you the go-to provider for wealth management services.
Combine digital convenience with human touch
With Finslack for wealth management, you have the right tools to create unique asset management services as well as empower your client advisors to deliver exceptional service.
This combination of high-end digital solutions and informed human skills is today’s formula to win the hearts of high-net-worth clients.
Ease the burden. Automate wealth management
Embrace modern robo-technology to automate all aspects of wealth management from market analysis, asset allocation, and diversification to rebalancing, deductions, reinvesting and reporting.
All so you can focus on what matters the most; the customer.
Cash flow Report
4.5%
gained in the last 7 days
- View daily, weekly and monthly cash flow reports
- Record analytics for liquidity forecasts
99.99%
System data accuracy
Unleash the power of one platform
Client onboarding
From document exchange and digital signatures to collaborations and configuring workflows, we declutter the complexity involved in onboarding such clients.
From document exchange and digital signatures to collaborations and configuring workflows, we declutter the complexity involved in onboarding such clients.
Originate investment products
Create and launch smart investment products personalised for customers’ ultimate experience.
Enable customers to open new accounts, browse through multiple products and initial investments.
Powerful analytics
Advanced customer profiling feature enables your relationship managers to capture customer investment performance at a glance, collate, analyse and report for product development or marketing purposes.
- Track loans and automate debt repayment processes
- Track communication between your employees and debtors
- Option to manage or resell charged-off debt acquired
Client servicing
Your customers can actively monitor their investments, access markets, download reports and manage their finances from anywhere they are, on demand.
Our single touchpoint to products, transactions, and customer portfolio report in real-time helps your relationship managers do their best work in relating with and advising customers.
Personalize the experience
Know your customers' financial lifestyles through powerful data inights and empower your relationship managers to craft data-driven, personalised advice.
With our CRM tools, you can personalise all communication with customers based on data while retaining the human touch that stands you out.
Empowering wealth managers to innovate and optimize asset management workflows for maximum returns
Key features that make it all possible
Fully Compliant
We own compliance and have done the heavy lifting of reducing the risk of financial fraud so you can run your business smoothly.
Maximum Security
Prevent unauthorized access to tools using cutting-edge security technologies. Distribute access rights to your staff with varying authorizations.
Customizable
Our suite of flexible components and APIs lets you build out unique functionalities, integrate third-party services and brand your product.
Reliable
Finslack robust and multi-tenant architecture allows multiple clients' systems to run concurrently on a central server with 99% system uptime.
PARTNERS
Our Plug and Play Ecosystem
Our industry-leading partners are pre-integrated into Finslack to provide solutions across
Banking-as-a-Service, credit, loan management, KYC and more.
See what else you could build
The easiest way to launch your financial product
