The Wealth Management Solution suite has the capability of automating the entire
suite of investments during the lifecycle of wealth creation, growth and management.
Further enhancing the Miles advantage of covering a wide array of asset class
- mutual fund, equity, fixed income instruments, real estate and commodities - the
solution also covers the entire customer management lifecycle. The solution aims
at reducing the transaction time thereby increasing the operational efficiency.
The wealth management solution covers following modules:
- Wealth Management
- Financial Planning
- FA Workstation
